Chances are you have already made a charitable contribution to In-Sync Exotics in the past, but have you considered including us in your will or estate planning so you can make a lasting legacy in the lives of the animals for years to come?
What exactly does it mean to leave a legacy?
Basically, it means leaving a gift from your “estate” to a non-profit charitable organization, such as In-Sync Exotics, commonly referred to as “planned or deferred giving.”
If you own anything at all, you own an “estate.” This includes real estate, cash, all property, investments, retirement plans, life insurance, and other appreciated assets. Your estate may be larger than you think!
How do I leave a gift for In-Sync Exotics?
It’s simple! You can arrange to leave a gift to In-Sync Exotics through a will or a living trust. You can set aside a certain dollar amount; leave a percentage of your estate or assets left over after providing for the family and paying taxes and creditors; or leave a paid-up life insurance policy, retirement account or other financial investments.
If you decide to include us in your will or estate plan, please name us as:
In-Sync Exotics, Inc., a non-profit corporation, organized and existing under the laws of Texas, and with the business address of 3430 Skyview Drive, Wylie, Texas 75098. Our tax identification number is 31-1726497.
Do I have to include my wish to leave a gift to In-Sync Exotics?
Your bequest cannot take effect unless you state your intention in your will or living trust. So, please remember to put your wishes in writing!
Do I have to completely revise my will to leave a bequest?
No. You will need to ask your attorney to amend your will or trust to include us as a beneficiary and designate the amount of your bequest or leave a percentage of your estate to In-Sync Exotics.
Can I leave a gift in memory of a person or for a specific purpose?
Yes. A memorial gift is a terrific way to perpetuate the values and ideas you share with a loved one.
Must my bequest be unrestricted?
A bequest may be directed to a specific animal care program (restricted) such as animal feed, medicine, rescues, enclosures, enrichment, education, etc., or you can tell us to apply it to our general fund or use it for the need that we believe is most pressing at the time we receive your gift (unrestricted). So that your gift can be most useful, we prefer that the terms of the bequest be as general as possible (unrestricted). Please consult your attorney for assistance in this particular area of the bequest.
Do I need to tell In-Sync Exotics that I left a gift in my will or trust?
That is completely up to you. We would like to know when you designate a gift to our organization so we can show you our appreciation and make certain we meet any conditions you might specify in the will or estate.
Getting Started in Leaving a Lasting Contribution
Planning your estate is a fantastic way to make a lasting contribution to In-Sync Exotics. Let’s take a look at the most common ways of leaving a bequest:
- Leaving In-Sync Exotics a gift through your will or revocable living trust;
- Designate In-Sync Exotics as beneficiary of your bank account, retirement and pension plan, or insurance policy; and/or;
- Donate securities (stock), personal property, real estate, and insurance policies.
Please consult with an attorney to help you draw up a will or estate plan that will meet legal requirements and that which is most advantageous for you and your family.
Whether your bequest is $100 or 1,000,000, you can support our mission beyond your lifetime by choosing to leave a bequest for In-Sync Exotics.
Again, if you decide to include us in your will or estate plan, please name us as:
In-Sync Exotics, Inc., a non-profit corporation, organized and existing under the laws of Texas, and with the business address of 3430 Skyview Drive, Wylie, Texas 75098. Our tax identification number is 31-1726497.
This information is provided to you only as a reference and is not intended as legal or financial advice. We strongly recommend you contact a qualified attorney, financial advisor, or estate planner before making a bequest to In-Sync Exotics.
We thank you in advance for your kind consideration of adding us to your will or estate planning, and we welcome any questions you may have regarding how we can fulfill your specific wishes in leaving your legacy with us!
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