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San Diego Zoo's Bequest Language

The Zoological Society of San Diego (tax I.D. number 95-1648219) is a non-profit 501(c)(3) corporation doing business as San Diego Zoo Global, San Diego Zoo, San Diego Zoo Safari Park, and the Institute for Conservation Research.

Sample language for bequests

Unrestricted Gift– A gift that can be used where need or opportunity is greatest:

I give to the Zoological Society of San Diego (tax I.D. number 95-1648219), a non-profit 501(c)(3) corporation, located in San Diego, CA the sum of $_______*, for its general purposes.

Gift for a Specific Purpose– A gift for a specific campus or program (for example, San Diego Zoo, San Diego Zoo Safari Park, San Diego Zoo Institute for Conservation Research):

I give to the Zoological Society of San Diego (tax I.D. number 95-1648219), a non-profit 501(c)(3) corporation, located in San Diego, CA the sum of $_______*, to be used for [state purpose]. In the event the purposes of the restriction, in the opinion of the Board of Trustees of the Zoological Society of San Diego, can no longer be served, the Board may devote any remaining assets exclusively for charitable purposes that: (a) are within the scope of the charitable purposes of the Zoological Society of San Diego, and (b) most nearly approximate the original purpose of the gift.

In this example, a stated purpose could be: "to be used according to the Letter of Intent I have on file with the Zoological Society of San Diego."

Perpetual Endowment Fund– A gift that benefits us in perpetuity:

I give to the Zoological Society of San Diego (tax I.D. number 95-1648219), a non-profit 501(c)(3) corporation, located in San Diego, CA the sum of $_______*, to be used as a permanent endowment, the income only from which shall be used for its general purposes (or describe the specific purpose, if desired).

Residuary Bequest– Leaves any remainder after all other bequests have been paid:

All the rest, residue, and remainder of my estate, both real and personal, I give to the Zoological Society of San Diego (tax I.D. number 95-1648219), a non-profit 501(c)(3) corporation, located in San Diego, CA for its general purposes.

Contingent Bequest– Takes effect only if a primary intention can't be met:

If (name of beneficiary) does not survive me, or shall die during the administration of my estate, then I give to the Zoological Society of San Diego (tax I.D. number 95-1648219), a non-profit 501(c)(3) corporation, located in San Diego, CA all of the rest, residue, and remainder of my estate, to be used for its benefit.

* Rather than leaving a sum certain, you may include language that refers to a percentage of your estate or a description of the property you wish to give.

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