Planned Giving Opportunities

Help guarantee the brightest future for the Oregon Zoo

Nearly everyone can recount wonderful experiences from visits to the Oregon Zoo. Since its founding, the Oregon Zoo has been very fortunate to have the enduring support of special friends who have made important contributions to the realization of the Zoos achievements.

That tradition of giving started years ago and will continue to provide conservation-minded family recreation for millions of people for generations to come, while also serving the vital cause of preserving our priceless wildlife heritage.

By naming The Oregon Zoo Foundation in your estate plan, you have the opportunity to carry this tradition forward and create a legacy that will help ensure the brightest future for the Zoo.

Planned gift arrangements mean a great deal to your Zoo for the many rare and endangered species your Zoo strives to protect, for the opportunity to continue learning and teaching others about the natural world, and for the pure enjoyment of the Zoo for future generations!

Ways to Guarantee the Future:

Bequests: Name The Oregon Zoo Foundation in your will for a specific amount, a percentage of the total estate, or the residue of the estate.

Charitable Gift Annuities: Offers you a way to support your Zoo AND receive lifetime payments as well as tax savings.  By transferring cash or securities to the Foundation, you will receive fixed annuity payments for life.

Life Estate Arrangements: Deed your residence to the Foundation now, enjoy an immediate income tax deduction, and continue to live at that residence for the rest of your life.

Life Insurance: Donate a policy that is no longer needed for family protection or establish a new policy with the Foundation as beneficiary and deduct the annual premiums.

Trusts: A revocable living trust is a private, confidential legal arrangement that controls the after-death distribution of selected assets covered by the trust. An irrevocable variation known as a Charitable Remainder Trust can provide lifetime income, attractive income and estate tax advantages, and ultimately a significant charitable bequest.

Retirement Plans: Designate the Foundation as beneficiary of a plan such as a 401(k) or IRA.

The Benefits are Many

 The Wildlife Legacy Society has been established so we may thank you today for the support you will be providing for the Zoo tomorrow. Individuals naming The Oregon Zoo Foundation as a beneficiary of a will or trust arrangement, even though revocable, are eligible for membership. Recognition includes:

• Prominent recognition in Oregon Zoo Tracks newsletter
• A personalized certificate
• An invitation to the Wildlife Legacy Society event
• Invitations to select special events and exhibit previews
• A unique recognition award as an affiliation memento

In addition, irrevocable planned gift arrangements of $50,000 or more will be permanently recognized on the Zoo Donor Wall. Of course, your arrangements will be kept confidential and any wish for anonymity will certainly be honored.

How to Contact The Oregon Zoo Foundation

To enroll as a member of the Wildlife Legacy Society or discuss ways to invest in your Zoo, please phone or write:

Karen Lloyd
The Oregon Zoo Foundation
4001 SW Canyon Road
Portland, OR 97221
(503) 220-5707
e-mail:

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