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Planned Gifts

It Only Takes a Moment for You to Change the Future

EstherEsther is a charter member of the Aquarium of the Pacific. And like so many of you, Esther is very proud of her membership since she knows that she is helping fund the educational programs that make the Aquarium such a wonderful place for children to learn about the Pacific Ocean.

Esther's interest in the Pacific Ocean has been a lifelong passion. From scuba diving to underwater photography, Esther's dedication to the marine environment has always been a priority. Despite a busy career of 11 years with the L.A. County of Agricultural Department, as a teacher, and now as manager of her company, Giant Panda Real Estate, she has always found time to dive, explore, and learn about the oceans around the world.

Recently, Esther made an important decision to support the Aquarium through a bequest. This type of planned gift is a provision in her will that directs a portion of her estate to the Aquarium of the Pacific.

"I am fortunate to have experienced the wonders of the world's oceans and want to make sure that others are able to enjoy those same experiences. I feel good knowing that my gift will help future generations benefit from the educational opportunities at the Aquarium of the Pacific."

Esther
Nautilus Society Member


You can also leave a lifelong legacy and etch an enduring presence in the struggle to protect the environment and the natural world with a bequest, a charitable gift annuity, or one of many other planned gifts. Planned gifts are popular because they often allow donors and their families to receive significant gift, income, and estate tax benefits, and often provide a generous annual income stream for the life of one or more beneficiaries.

Please explore the sidebar menu to learn more about planned gift opportunities and the Nautilus Society, contact Ryan Ashton at 562-951-1701 or rashton@lbaop.org.

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to the Aquarium of the Pacific a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to the Aquarium of the Pacific [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Aquarium of the Pacific or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Aquarium of the Pacific as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Aquarium of the Pacific as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Aquarium of the Pacific where you agree to make a gift to the Aquarium of the Pacific and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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