Passionate about supporting the Zoological Society of Milwaukee with our mission even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name the Zoological Society as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.
Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.
Robert and Carol treasure the financial help they've been able to give their children and the Zoological Society over the years. Now that their kids are grown, Robert and Carol changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $75,000 IRA to be transferred after their death. Because the Zoological Society is tax-exempt, all $75,000 will help support our mission.
If Robert and Carol had left the IRA to their children, approximately $21,000* would have gone to pay federal income taxes—leaving only $54,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 28 percent marginal income tax bracket.
You can name us beneficiary of the following assets:
Want to learn more about making tax-wise gifts? Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.View My Free Brochure
Make Sure You Have a Plan for All Your Assets.Download our FREE Personal Estate Planning Kit
Legal Name: Zoological Society of Milwaukee County, Inc.
Address: 10005 W. Bluemound Rd., Milwaukee, WI 53226
Federal Tax ID Number: 39-6795665