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Planned Giving

plannedgivingpgHelp us to help tortoises!

If you wish to make a bequest to the Tortoise Group in your will or trust, please refer to it as follows: “Tortoise Group, a Nevada non-profit corporation, to be used for its general charitable purposes.”

planned giving

This pdf from Estate Planning Attorneys Grant, Morris, Dodds provides language you may wish to share with your estate planner when creating or updating your will or trust.

Planned Gifts can include:

  • Retirement Plan
  • Life Income Gift
  • Appreciated Stocks and Annuities
  • Life Insurance
  • Will or Trust
  • Remainder & Lead Trusts

Benefits of Planned Giving include:

  • avoiding probate
  • creating a stable flow of personal income
  • reducing income tax and/or avoiding capital gains
  • providing for the financial needs of your pets
  • providing inheritances for heirs at reduced tax cost
  • leaving a charitable legacy

Share with us the page of your will or trust that includes Tortoise Group and we can discuss making your tortoise “GOLDEN”. Golden Tortoise Society Members can be assured their beloved desert tortoise pet will be moved to the top of Tortoise Group’s rehoming list following the custodian’s death if no person is designated or able to provide their care.

Contact Tortoise Group (702) 739-7113 or to get a referral for a free consultation with a local Estate Planning Attorney.