The Oasis Sanctuary is grateful for those caring individuals who have included the Sanctuary in their estate plans. Their generosity has helped us meet current challenges and will financially support the Birds for years to come.
The Oasis Sanctuary has a record of responsible stewardship, and we are committed to programmatic and financial integrity. When you include The Oasis Sanctuary in your estate planning, you can be confident that whatever you give will be carefully used to advance our goals and carry out our mission.
The Oasis Sanctuary is large enough to make a difference for hundreds of parrots from around the nation, but small enough that these gifts make a real difference.
There are many ways to support the Sanctuary through estate planning. The following information and sample language may help you and your advisors in crafting your will.
We strongly recommend that donors seek professional financial, tax and legal advice in preparation of a Bequest or a Codicil to their Will or Trust. It is important that those documents comply with the law of the state in which the donor resides as well as the provisions of the Internal Revenue Code governing the deduction of charitable gifts and bequests.
States a specific dollar amount, percentage of your estate, or property to Oasis Sanctuary Foundation, LTD.
Sample language to get you started: “I give, devise and bequeath ____% of my estate (or specific assets) for the benefit of Oasis Sanctuary Foundation, LTD. (doing business as The Oasis Sanctuary), 5411 N Teran Road, Benson, AZ 85602, FEIN 86-0885646, to be used for its general purposes.”
Made when you intend to leave the residue portion of your assets after other terms of the will have been satisfied.
Sample language: “All the rest, residue, and remainder of my estate, both real and personal, I give to Oasis Sanctuary Foundation, LTD. (doing business as The Oasis Sanctuary), 5411 N Teran Road, Benson, AZ 85602, FEIN 86-0885646, to be used for its general purposes.”
Allows you to leave a portion of your estate to Oasis Sanctuary Foundation, LTD. if your named beneficiary does not survive you.
Sample language: “If (beneficiary) does not survive me, I devise and bequeath my residuary estate to Oasis Sanctuary Foundation, LTD. (doing business as The Oasis Sanctuary), 5411 N Teran Road, Benson, AZ 85602, FEIN 86-0885646, to be used for its general purposes.”
Allows you to designate how your gift to Oasis Sanctuary Foundation, LTD. will be used, such as to name an endowment or to support a specific purpose, such as construction of an aviary or the care of your companion parrots.
You may also help support the Birds by naming Oasis Sanctuary Foundation LTD as the beneficiary of your:
IRA’s or other retirement accounts
Life insurance policies
Stocks, bonds, or other securities
Mutual funds or bank accounts
In many cases, these beneficiary designations may be made online or with a quick telephone call.
Other Planned-Giving Vehicles:
Through wise estate planning, you may be able to receive significant tax and income benefits during your lifetime, through remainder trusts and gift annuities.
Suggested bequest language is provided to you for your information and your attorney’s convenience; it is not intended to be legal advice. We encourage you to seek the advice of your tax advisor, attorney, and/or financial planner to make certain your considered gift fits well with your overall circumstances and helps you achieve your financial goals.
These articles will assist you with the process of planning for the care of your parrot when you are no longer able to do so.
The Oasis Sanctuary receives numerous letters and telephone calls from people working on Estate Plans who wish to leave their birds to The Oasis when they die and need guidelines to help them set this up in their Will. Often these people also wish to provide financial support for their birds and want information on how to assure that their wishes are carried out upon their death or their inability to care for their birds.
This article is intended to assist you, the reader, with the process of planning for the care of your parrot when you are no longer able to do so. Much of the focus is on estate planning, but you should also consider these alternatives in the context of your disability or incapacity.