Facts for Advisors

Wills and Trust Language

Bequest language that can be used in a gift by will or living trust (this should be given to a lawyer before drafting your will):

I give and bequeath to Chicago Zoological Society, a not-for-profit corporation organized under the Laws of the State of Illinois and having its principal office at 3300 Golf Road, Brookfield, Illinois 60513.

To make a cash bequest:
the sum of $_________ to be used by Chicago Zoological Society for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Chicago Zoological Society for its general purposes.

To give a residual amount or remaining interest:

the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used by Chicago Zoological Society for its general purposes.

To give a tangible asset or property:

_______ shares of common stock of __________ (or insert here a description of other property) owned by me at my death as these shares shall exist at the date of my death, to be used by Chicago Zoological Society for its general purposes.

Please call Denise L. Bartolotta at (708) 688-8174 if you have any additional questions.

Contact Information

Chicago Zoological Society
Denise L. Bartolotta
Director of Major and Planned Gifts
3300 Golf Road
Brookfield, Illinois 60513
(708) 688-8174
Fax: (708) 688-7392
EdithRockefellerMcCormickSociety@czs.org

Securities Transfers

DTC Number:
Account Number:
Taxpayer ID Number:
Our Broker:

Click here to download the form, Gifts of Securities: Transfer Instructions.

Click here to download the form explaining how to make a planned gift to Brookfield Zoo.

Please call our office if your client is transferring shares to Chicago Zoological Society. We need to know the name and numbers of shares being transferred.

Our Development Office exists to serve you and your advisors as you consider your support for Chicago Zoological Society. We would be pleased to meet with you, chat by telephone or exchange e-mail messages – it's up to you