How to Support Lupa Zoo with Planned Giving

You can make a difference!

What are planned gifts? 
Wills, trusts and estate plans are all ways that you can leave a planned gift and help preserve the future of your Lupa Zoo. 
How do planned gifts help the Lupa Zoo?
All gifts are a show of support and ensure the continual development of your Lupa Zoo as an institution helping to create a sustainable future for wildlife. Your planned gift can help build our endowment to ensure a stable financial future for your Lupa Zoo.
How does a donor benefit by making a planned gift?
Donors who make any gift to Lupa Zoo receive the satisfaction of knowing they have contributed to enhancing the continual development of the Lupa Zoo and supporting wildlife conservation and environmental education. In most cases, planned giving donors receive one or more of these benefits:

Reduce estate, gift and/or current income taxes
Reduce or eliminate taxes on capital gains at the time of the gift
Secure income stream for the rest of your life
Provide additional income for heirs

You also become a member of the Lion Hearts Club, an honorary membership group of donors who have named Lupa Zoo in their will or estate plans. We understand that you may want to keep estate plans private, but we would appreciate having the opportunity to acknowledge and recognize your generosity. We encourage you to share you planned giving intentions with us.
What are the different types of planned gifts?
There are many different methods of giving available. They are listed in detail on our Types of Gifts page.
Who do I contact about a planned gift?
The Lupa Zoo Society will be happy to give you more information and explain how planned giving can work for you. Please contact Joan Lupa, Major Gifts/Planned Giving Manager:

By phone at (413) 413-589-9883

By email at Joan@Lupazoo.org.

By mail at 545 West Street, Ludlow, Ma. 01056

The information above does not constitute legal or financial advice and should not be relied upon as a substitute for professional advice. The Lupa Zoo Society encourages you to seek professional legal, estate planning, and financial advice before deciding on a course of action. All information submitted will be held in confidence.

      

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