Planned Giving

Conga planned givingWhat is Planned Giving?

Planned gifts, also known as legacy gifts or estate gifts, can help Lions Tigers & Bears save more innocent lives from the perils of captive abuse. The most common form of planned gifts are those donated through a bequest in your will or trust, but you can also name Lions Tigers & Bears as a primary or secondary beneficiary of all or a portion of a life insurance policy or of an IRA, 401(k), 403(b).

Your will and trust allow you to distribute your estate as you wish for family, friends and for those charitable causes you care about. If you already have a will or trust, you can normally add or increase a charitable bequest with a simple one page amendment. No federal estate taxes will be due on the value of the charitable bequest. You can find sample bequest language here.

Talk to your financial advisor to find out more.  If you or (s)he have any questions, please call (619) 659-8078, option 3.