Designating the Aquarium as a beneficiary of your will or trust is simple to do. You are welcome to share the following suggested bequest language with your estate planning attorney who will guide you through the process of adding the Aquarium as a beneficiary.
To support the Aquarium's highest priority funds and greatest needs, please use the following language for a general bequest:
I give (_____dollars)(specific asset) or (____percent of the rest, residue and remainder of my estate) to the Aquarium of the Pacific, 100 Aquarium Way, Long Beach, CA 90802 Tax exempt ID#33-0532354 for its general use and purposes.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.