Leave a legacy

Suggested Wording for Bequests

One of the simplest ways to make a gift to the World Parrot Trust is through your Will or Living Trust. These gifts provide critical support for the future of the Trust and its mission of ensuring the survival of parrot species in the wild, and the welfare of captive birds.

There are several types of bequests:

Specific Bequest
You can name the World Parrot Trust as the direct beneficiary of a stated amount of money, a particular piece of property, or a stated percentage of your estate.

Residuary Bequest
You can designate that the World Parrot Trust receive all or a portion of the remainder of your estate once all specific bequests to family and friends have been satisfied.

Contingent Bequest
Often, individuals provide that assets should go to family members or friends. However, it is important to provide for a contingent beneficiary to receive assets in case your named individual beneficiaries do not survive you.

Depending on where you live, bequests to the World Parrot Trust are deductible from your gross estate and can therefore offer estate tax savings. There is no limit on the amount you can leave to the Trust or to other charitable organizations through your Will.

Legal Designation
For gifts that will take effect after your lifetime, the World Parrot Trust should be named as:

In the US
The World Parrot Trust USA Inc., a non-profit corporation with principal business address at PO Box 935, Lake Alfred, FL 33850. Registered 501(c)(3) charity. Federal EIN# 62-1561595

In Canada
The Canadian World Parrot Trust, a non-profit corporation with principal business address at 4377 Gordon Drive, Kelowna, BC, V1W 1S7.

In the UK/Rest of the World
The World Parrot Trust, a non-profit corporation with principal business address at Glanmor House, Hayle, Cornwall, TR27 4HB. Charitable tax number: 800944

Use of Gifts
Leaving your gift unrestricted allows us to allocate funds where they are most needed. However, if you wish to direct your bequest towards the conservation efforts for a particular parrot species or to a specific project please add the following phrase to the wording recommended above:

"To be used to further the purposes of the World Parrot Trust in the conservation efforts for:____".

In addition, the following is suggested wording from our UK office which has been used in the estate planning of supporters there.

"I give and bequeath unto the Trustees of the World Parrot Trust [fill in the address] the sum of $_____ [or a _____ share in the residue of my estate] for the general purposes of the World Parrot Trust and declare that the receipt of the Administrator or other proper officer of the World Parrot Trust shall be sufficient discharge to my trustees."

Because of the complexity of estate planning, it is important that your attorney or notary structures your estate and writes your Will to best carry out your wishes. The World Parrot Trust cannot act as executor of a donor's estate.

Many people name the World Parrot Trust in their Wills and never let us acknowledge their invaluable support. If you complete your Will and include the World Parrot Trust, please share this with us. It will aid us in our planning efforts and ensure that your funds are utilized to their best intent. We also feel strongly about expressing our gratitude to those supporters who have remembered the Trust in such a generous way.

As applicable laws will vary by region, the Trust further recommends seeking appropriate legal council regarding any changes or alterations.

For more information on this subject, please contact the regional office nearest you.