Your Legacy: Fostering Hope and a Secure Future for All Living Things

“I do believe we can look forward to a world in which our great-grandchildren and their children can live in peace. A world in which there will still be trees and chimpanzees swinging through them and blue sky and birds singing…..”

Dr. Jane Goodall, DBE
Founder, The Jane Goodall Institute &
UN Messenger of Peace

The vital work of the Jane Goodall Institute (JGI) is made possible in large part through the generous gifts of thousands of individuals like you each year. If you would like to support JGI’s programs far into the future, please explore the information we present to you here. You may find that you can make a meaningful gift to the Institute while meeting your personal goals too.

If you are interested in setting up a planned gift to the Jane Goodall Institute contact Carol Irwin, director of planned giving.

In addition to filling an important role in providing for your family and others, your will or living trust can be a wonderful way to make charitable gifts a part of your long-range estate and financial plans. It can be gratifying indeed to know that a portion of your property will be put to good use after you no longer need it. A gift made by will or living trust to the Jane Goodall Institute can be simple to arrange. A provision or amendment prepared by your attorney at the time you make or update your will or trust is all that is necessary. Gifts via wills and living trusts are popular because they are easy to arrange and may be changed at any time you choose.

Ways to Give Through Wills and Trusts:

If you wish, give only the remainder, or residue, of your estate—that is, what remains after all other bequests to friends and loved ones are satisfied. Such gifts ensure that family and loved ones are taken care of first, with anything remaining going to the Jane Goodall Institute or other charities of your choice. Designate that a percentage of your estate be given through your will or living trust. Leave a specific dollar amount. A gift of a particular amount may be designated for general use or for a charitable recipient’s special need. Provide a gift of a specific property. Real estate, stocks, and other items of value are examples of properties that can be used to fund charitable bequests. Arrange a trust as part of your estate plan to provide income to a loved one, with an eventual charitable gift after that person’s lifetime or another period of time you choose. Name the Jane Goodall Institute or other charities to receive a contingent bequest in the event that intended heirs are not there to receive their legacies.

There is currently no limit on amounts deductible from federal gift and estate taxes for charitable gifts made by will or trust, so no tax will be due on assets given in this way. To plan a charitable bequest, inform your attorney of your wishes and ask for advice regarding the best form for your gift.

Sample Bequest Language:

I give, devise and bequeath to the Jane Goodall Institute for Wildlife Research, Education and Conservation (Tax ID# 94-2474731, a nonprofit charitable corporation organized under California law and currently having offices at 1595 Spring Hill Road, Suite 550, Vienna, VA 22182 _____________ percent of the residuary of my estate after all other specific provisions have been fulfilled, OR a specific gift of $________________.

OTHER WAYS TO GIVE:

Receive Guaranteed Payments for Life Via a Charitable Gift Annuity (CGA)

A Charitable Gift Annuity is the perfect way to make a sizeable gift to JGI while receiving back guaranteed, fixed payments that you can never outlive. With a CGA, one or two people (often a donor and spouse) will receive steady, fixed payments right away, or, if desired, on a future date resulting in higher payments.

A CGA is a very popular gift because its payment rate never changes after a gift is made, no matter what happens to interest rates or the stock market. It is simple and easy to set up and can be funded with cash, stock, real estate, mutual funds and many other assets. CGAs also provide helpful tax benefits, including an immediate income tax deduction for the gift portion of the CGA and partially tax-free payments for your life expectancy.

Giving Via Your Retirement Plan

When choosing assets to leave to charities, many advisors suggest retirement plans such as an IRA or 401K, etc. As charities do not incur taxes on these funds, organizations such as The Jane Goodall Institute are a good way to ensure that the entire amount goes to the beneficiary of your choice. On the other hand, heirs such as families and friends are subject to income taxes as well as possible state and federal estate taxes on retirement funds.  

Giving Via Life Insurance – A Low Cost Way to Make a Significant Gift

Naming JGI as a beneficiary of your life insurance policy is a simple way to make a wonderful gift to the Institute. Because insurance does not pass through your will, it avoids probate. You can name JGI as a beneficiary to all or part of any individual group life insurance policy, or as a contingent beneficiary in case you are predeceased by other heirs. Another way is to donate the policy directly to JGI, and you will receive an income tax deduction.

Giving Via a Charitable Remainder Trust (CRT) and Accomplish Many Goals

A Charitable Remainder Trust is an excellent way to make a significant charitable gift while first accomplishing other important financial objectives. It is an arrangement where you make a gift to a special charitable trust, and you and your loved ones will receive income for life, or, if you prefer, a specific period of time. When the trust ends, whatever is left (“remainder”) goes to the charity of your choice.

There are many kinds of CRTs that can be customized to meet your needs. They can provide fixed income from the start, or your income can rise and fall as the value of the trust rises or falls. They can also be set up to provide little or no income initially, with more income later on. You will receive an income tax charitable deduction when you establish the CRT, and if it was funded with appreciated property (stocks, real estate, etc.) you may also avoid or defer capital gains tax.

Learn More About Why Our Donors Have Committed to Leaving a Legacy That Will Make JGI's Work Possible Into the Future

“For reasons that may remain mysterious, I feel a deep spiritual connection with chimpanzees and other great apes. In the absence of biological children, where better to leave a sizable portion of my estate, other than to JGI, which works so faithfully to protect these marvelous creatures”. Toni McNaron, Minneapolis, MN

“Jane Goodall has changed my life by inspiring me to do my part in working for habitat protection and conservation. She has demonstrated that if we show people the economic and ethical reasons for protecting forests and the species that live in them, the daily lives of ALL the world’s people will improve. With a sincere desire for peace for all living things in my heart, I have chosen to bequeath a significant portion of my estate to the Jane Goodall Institute as there is so much more work to do in the years ahead”. Diane Scott, Egg Harbor, NJ

“I have included JGI in my will and estate plan because the job of conservation and education isn’t complete, and Jane’s legacy must continue after we have all passed on. Eleanor Roosevelt once said, “It is better to light a candle, than curse the darkness”. My fondest wish is that my bequest to JGI serves as such a candle in the road ahead”. Dorothy Cranshaw, Colleyville, TX

If you are interested in setting up a planned gift to the Jane Goodall Institute contact Carol Irwin, director of planned giving.