A planned gift is a wonderful way to leave a conservation legacy. A Planned Gift is usually either a gift The Peregrine Fund receives after your death or a relatively large or complex gift which may be made during your lifetime.
A bequest in your will or living trust is an uncomplicated way to leave a conservation legacy.
A bequest may take several forms. It can be specific sum, a percentage of your estate, or the remainder of your estate after expenses and gifts to loved ones. Bequests can include cash, securities, real estate, houses, and personal property such as valuable collections, art, or jewelry.
Living trusts are a popular choice because the terms of a living trust, unlike a will, can be put into effect immediately upon your death, bypassing probate and keeping the terms private
Bequests are tax deductible to the extent provided by law.
The following language is provided as an example:
I give, devise, and bequeath to The Peregrine Fund, Inc., an Idaho not-for-profit corporation, located on the date hereof at The World Center for Birds of Prey, 5668 West Flying Hawk Lane, Boise, Idaho 83709, the sum of $ ____________ (or specifically described asset).
Planned gifts include a range of asset types. Outside of your will, you also can make a gift by designating The Peregrine Fund as beneficiary of a gift of stocks and securities, a life insurance policy, retirement plan, various trust types, annuity, and other categories. Contact our Development Officer at 208-362-3716 or by email at firstname.lastname@example.org
If you are thinking about a gift or already have one in your plans, please let us know by contacting our Development Officer at 208-362-3716 or email@example.com.
We respect your privacy. Any disclosure will be kept strictly confidential.
Thank you for this most important and enduring gift!