Legacy Gift Benefits & Ways to Give
Perennial Legacy Society Benefits
Society Membership Form
- Recognition in Garden materials, including our Annual Report
- Invitations to special events
- Updates on Garden programs and strategic plans
- Opportunity to schedule a private Garden tour
- Personal assistance with visits to the Garden
- An opportunity to be a part of the Garden’s story
Advantages of a Legacy Gift
- Your estate may qualify for a tax deduction when it fulfills your bequest.
- You will keep control over your assets should you need them during your lifetime.
- You can modify your gift anytime, if your circumstances or desires change.
- You will become a member of our Perennial Legacy Society.
- You can determine how the funds will be used.
- Your legacy gift to Green Bay Botanical Garden may be larger than any gift you could make during your lifetime.
- The impact of your gift will continue in perpetuity if you specify that it becomes part of our endowment.
Ways to Give
- Bequests: Designate Green Bay Botanical Garden as the beneficiary of your asset by will, trust, or beneficiary designation form.
- IRA Charitable Rollover: Gifts from your IRA are a smart way to support the Garden, and may have significant, additional tax benefits depending on current legislation.
- Charitable Remainder Unitrust and Charitable Remainder Annuity Trust: Transfer your cash or appreciated property to fund a charitable remainder unitrust or annuity trust. The trust sells your property tax free and provides you with income for life or a term of years.
- Charitable Lead Trust: Fund a trust that makes gifts to the Garden for a number of years. Your family receives the trust remainder at substantial tax savings.
What to Give
- Gifts of stocks and bonds
- Retirement assets (IRA, 401k, 403b, pension, or other tax deferred plans)
- Life insurance policies
Ways to Define the Amount of Your Bequest
- A gift of a particular amount of money (e.g., $25,000)
- A gift of a specific item (e.g., 1,000 shares of ABC Corporation stock)
- A gift that will be made from the remainder of your estate after all other bequests, debts, and taxes have been paid (e.g., you give 24% of the rest, residue, and remainder of your estate). Often called a “residuary bequest,” this approach assures that your family and debts will be take care of before your estate makes a bequest to Green Bay Botanical Garden.
How To Name the Garden in Your Bequest or Estate Plan
To name Green Bay Botanical Garden in your will, estate plan or as a beneficiary to your life insurance or retirement plan, please list us as follows:
Green Bay Botanical Garden, Inc.
A 501(c)(3) non-profit organization with principal business address of
2600 Larsen Road
Green Bay, WI 54303
Recommended ways to word your bequest to the Garden:
“I give and bequeath to Green Bay Botanical Garden, Inc., a not-for-profit, tax-exempt organization, having as its principal address Green Bay Botanical Garden, Inc., 2600 Larsen Road, Green Bay, WI 54303, (specific dollar amount or percentage) to be used for the Garden’s general purposes as determined by the Board of Directors.”
Restricted Gifts: (If you wish to restrict your gift, we ask that you add the following paragraph to your will to ensure we will be able to meet future priorities as determined by our Board of Directors.)
“If at some future time, in the judgment of the Board of Directors of Green Bay Botanical Garden, Inc., it is no longer practical to use the income or principal of this bequest for the purposes intended, the Board may use the income or principal for the purpose it deems necessary and most closely in accord with the intent described herein”.
Notify Us of Your Intended Gift
Notifying the Garden of your intended gift will allow us to honor your wishes and help you ensure that your gift makes the greatest impact possible. Kindly notify the Garden of your intention by contacting:
Please note individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. As with all tax and estate planning, please consult your attorney or estate planning advisor.
For more information about planning a Legacy Gift, contact Cindy Berton, Director of Development, at 920.491.3691 ext. 104 or firstname.lastname@example.org or Susan Garot, Executive Director, at 920.491.3691 ext. 102 or email@example.com.