Elephants never forget and a planned gift to the SWT USA can help remember them forever through a lasting legacy.
Please include the following information when you draw up your estate plan.
Legal Name: The David Sheldrick Wildlife Trust USA, Inc.
Address: 25283 Cabot Road, Suite 101 Laguna Hills, CA 92653
Phone: (949) 305-3785
Tax ID #: 30-0224549
We would always advise that you consult your legal and/or tax advisor for advice regarding your specific situation and potential tax benefits.
You may identify Sheldrick Wildlife Trust USA as the beneficiary of a certain amount, specific asset, or percentage of your estate under your Will or Revocable Trust. Although you will not receive any tax benefits during your lifetime, following your passing, your estate may be eligible to take income and estate tax charitable deductions for the testamentary bequest to Sheldrick Wildlife Trust USA.
Sample language to bring to your attorney: I give and devise to Sheldrick Wildlife Trust USA, Inc. (Tax ID #30-0224549), located in Laguna Hills, CA the sum of $______ (or %) to be used for its general support (or for the support of a specific program).