Estate Planning, Planned Giving, and Phoenix Landing's Sustainability Endowment
See also: Planning for Your Parrot's Future
Endowment for Sustainability
In most cases, parrots will need a succession of homes, if we take good care of them. We want all of those homes to be good ones. The Phoenix Landing Foundation is committed to every bird that enters our adoption program, no matter how long they live or how many homes they need. For this reason, it is essential for the Foundation to remain a viable organization for decades to come.
To invest in our long-term sustainability, in 2013 the Board of Directors created an unrestricted endowment at the Community Foundation of Western North Carolina (www.cfwnc.org), a non-profit organization created to inspire philanthrophy and mobillize non-profit resources.
We hope this endowment will grow over the years, with your support and help. You can continue your annual support with a gift to the endowment, perhaps with a gift from your estate, retirement assets, or donor advised fund. This will ensure that Phoenix Landing can continue to help the parrots already adopted through us when they need their next homes, as well as many other parrots yet to come -- possibly yours. We want to be there for your bird when you no longer can, whether that is in ten years or fifty.
If you wish to contribute to the Phoenix Landing Foundation Endowment for Sustainability, please use the online link above or send your check to:
The Community Foundation of Western North Carolina
4 Vanderbilt Park Drive, Suite 300
Asheville, NC 28803
VERY IMPORTANT: in the memo section of your check, note that this donation is for Phoenix Landing. Your contribution is tax deductible to the extent permissible by law, and CFWNC will send you a tax receipt for it. We greatly appreciate your support for the sustainability of Phoenix Landing and all the parrots that depend on it!
To invest in our long-term sustainability, in 2013 the Board of Directors created an unrestricted endowment at the Community Foundation of Western North Carolina (www.cfwnc.org), a non-profit organization created to inspire philanthrophy and mobillize non-profit resources.
We hope this endowment will grow over the years, with your support and help. You can continue your annual support with a gift to the endowment, perhaps with a gift from your estate, retirement assets, or donor advised fund. This will ensure that Phoenix Landing can continue to help the parrots already adopted through us when they need their next homes, as well as many other parrots yet to come -- possibly yours. We want to be there for your bird when you no longer can, whether that is in ten years or fifty.
If you wish to contribute to the Phoenix Landing Foundation Endowment for Sustainability, please use the online link above or send your check to:
The Community Foundation of Western North Carolina
4 Vanderbilt Park Drive, Suite 300
Asheville, NC 28803
VERY IMPORTANT: in the memo section of your check, note that this donation is for Phoenix Landing. Your contribution is tax deductible to the extent permissible by law, and CFWNC will send you a tax receipt for it. We greatly appreciate your support for the sustainability of Phoenix Landing and all the parrots that depend on it!
Community Foundation of Western North Carolina
You can also make a Bequest, create a Charitable Gift Annuity, or Charitable Trust for Phoenix Landing through the CFWNC. Such gifts can provide you income during your lifetime and provide support to the Phoenix Landing Foundation after.
Estate Planning, Bequests, and Charitable Trusts
We do our birds a great service when we plan for their futures. No matter how old your parrot is or where they came from, they may need someone else to love and care for them in the future. There are many ways to prepare for your parrot's future:
Other Estate Planning Options to Protect Your Parrot's Future
There are multiple ways you can craft a gift of significance and support our efforts to care for your bird(s):
* The Phoenix Landing Foundation does not provide legal or financial advice. Please consult appropriate professional advisors for the necessary legal or financial counsel and documents.
- Perhaps you know someone who will be a good caregiver and you are taking steps to make legal arrangements. Just remember, finding the next person to care for your bird doesn't mean they can be the bird's last home either.
- Perhaps there is an organization you plan to entrust your bird to upon your death. Please make sure that it is a sustainable organization!
- Perhaps you hope your children will share your devotion to your animals, however, we should never assume our family members will be able or even interested in assuming responsibility. Make sure the person you have in mind honestly agrees to make this commitment.
- If you decide to rehome your parrot through Phoenix Landing, our goal is to be here for that bird for the rest of its life. This means checking with the home upon occasion to make sure everything is going well, to rehome that bird if the adopting home can no longer provide care, and to encourage people to join us for our parrot care events on a regular basis. There is always something new to learn.
Other Estate Planning Options to Protect Your Parrot's Future
There are multiple ways you can craft a gift of significance and support our efforts to care for your bird(s):
- A Bequest is simply a gift made through your will or living trust. Through a bequest, you can name a specific item or amount. Or through a residuary bequest, you can give all or part of what is remaining after payment of debts, expenses, and specific bequests. If you would like to make such a gift to Phoenix Landing Foundation, your attorney may wish to include language similar to the following:
- Retirement assets and your required minimum distribution are wonderful potential sources of funds, and making a gift this way may cut down on your taxable income.
- Naming the Phoenix Landing Foundation as a beneficiary of part or all of an insurance policy can be a significant gift.
- Don’t forget that your Donor-Advised Fund is a great pocket from which you can make gifts.
* The Phoenix Landing Foundation does not provide legal or financial advice. Please consult appropriate professional advisors for the necessary legal or financial counsel and documents.