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    a Friend or Loved One
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Types of Planned Gifts   LionHearts Club   Resources

 

 

 

 

 

 

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 Lupazoo.

How do planned gifts help the Lupazoo?
All gifts are a show of support and ensure the continual development of your Lupazoo 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 Lupazoo.

How does a donor benefit by making a planned gift?
Donors who make any gift to LupaLupazoo receive the satisfaction of knowing they have contributed to enhancing the continual development of the Lupazoo 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 LionHearts Club, an honorary membership group of donors who have named Lupazoo 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 Lupazoo 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 Lupazoo 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.

Last modified: August 1, 2003