Leave a Legacy Gift through the Nay Foundation

The Nay Foundation was established as a means for donors to provide a lasting impact on the future of the Big Bear Alpine Zoo.

A legacy gift to the Nay Foundation helps to ensure the future of the animals at the Big Bear Alpine Zoo.  From state of the art facilities to life-saving veterinary care, the future of the wildlife and the zoo depends on generous contributions from donors such as yourself.  Your gift will help to support the Big Bear Alpine Zoo for generations to come.

Did you know that planned and estate gifts may provide these benefits?

  • Lifetime income
  • Income tax deduction
  • Reduction of estate taxes and probate costs
  • Avoidance or reduction of capital gains taxes

 

The Nay Foundation has a Written Investment Policy Statement, Spending Policy, Gift Acceptance Policy, and timely files their Form 990, each of which are available upon request. Our Development Director will be available to work with you and your financial advisor to discuss your options.

Ways to Give

Planned or legacy giving is a unique way to be remembered while helping to preserve and protect something that you are passionate about.  There are many ways to make a meaningful donation, while benefiting your estate.

Bequest

A charitable bequest placed in your will or living trust is a gift that costs nothing to make during your life, but is a gift that can have a transforming impact. A bequest can be a specific amount, a certain asset, or a percentage of your estate. Through your estate plan, you can also include a charitable gift annuity or charitable trust for your family. These types of gifts provide income for life and preserve family wealth. 

Beneficiary Designation

A beneficiary designation gift is a simple and affordable way to make a gift to support the Nay Foundation. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.

IRA Rollover

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older, an IRA charitable rollover is a way you can help continue our work and benefit this year.

Charitable Gift Annuity

The gift that keeps giving. A charitable gift annuity is an ideal gift that benefits the Nay Foundation while also providing a donor with attractive financial benefits. In sum, a charitable gift annuity will provide financial benefits now and for the rest of the donor’s life.

There are several other ways to leave a legacy gift to the Nay Foundation.  Contact our Development Director to discuss further.