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Endowment Fund

 
GIVING THROUGH AN ENDOWMENT
 
Endowments exist in perpetuity and are a great way to honor the memory of a loved one or a living person. Your gift allows you to have a significant impact on the Garden’s future by helping to provide an ongoing income.
 
An endowment fund has been established by the Fort Worth Botanical Society to benefit the Fort Worth Botanic Garden. Your gift to this endowment will be invested and the income will provide general operating support to the areas where the need is the greatest. A planned gift to the fund will create a living legacy for you and your family. It will touch all components of the Garden, including the beautiful horticultural displays, the Boardwalk, and children’s activities. Contributions of at least $25,000 can be designated for a specific purpose. Gifts of all amounts are welcome.

Some of the possibilities for planned giving include but are not limited to:

The Fort Worth Botanical Society is grateful for all types of gifts and welcomes the opportunity to work with you and your personal advisors to determine if one or more planned giving arrangements are appropriate for you. All inquiries and communications are held in strictest confidence and are without obligation.

Contact Erdie Allsup at the Fort Worth Botanical Society office (817) 763-0724 or email fwbs3@aol.com.

YOUR GIFT WILL KEEP THE GARDEN ALIVE AND GROWING!

 
 

BEQUEST BY WILL OR LIVING TRUST
Make the Endowment fund a beneficiary of your estate to reduce estate taxes and benefit the Garden programs beyond your lifetime.

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GIFTS OF SECURITIES
A gift of securities may create an immediate income tax deduction, avoid long-term capital gains tax, and reduce estate taxes, while benefiting the Garden.

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CHARITABLE GIFT ANNUITY
Make a gift of cash or stock today to receive guaranteed income for life at attractive rates, an income tax deduction, and benefit the Endowment fund’s programs beyond your lifetime.

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CHARITABLE REMAINDER TRUST
Set aside assets such as cash, securities or real estate today, and receive income for life, an immediate income tax deduction, estate tax savings, and create a future gift for the Garden.

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GIFT OF RETIREMENT PLAN
Name the Endowment fund as beneficiary of your IRA, 401(k), 403(b) or other plan and avoid taxation while benefiting the Garden.

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GIFT OF LIFE INSURANCE POLICY
Name the Endowment fund beneficiary of an existing paid-up whole life policy

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