Planned Giving
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No Pressure: You Can Change Your Mind
When you make a donation to Mote Marine Laboratory through the following methods, you have the option to revoke or change your gift throughout your lifetime:
- Beneficiary designation of retirement plan assets or life insurance
- Bequest through your will or revocable living trust
Other Benefits
Including us in your will or trust allows you to retain full control of your assets for your lifetime.
Naming us as beneficiary of a life insurance policy gives you lifetime access to the policy's cash values.
Leaving us your retirement plan assets after your lifetime and saving other less-taxed assets for loved ones is tax-smart inheritance planning.
Contact Anna Hayes at 941-388-4441, Ext. 261 or plannedgiving@mote.org to learn more about these flexible ways to support Mote Marine Laboratory.
Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
About Us
Mote Marine Laboratory has been a leader in marine research since it was founded in 1955. Today, we incorporate public outreach as a key part of our mission. Mote is an independent nonprofit organization and has centers for marine research, the public Mote Aquarium and an Education Division specializing in public programs for all ages.
Gifts in Action
Don Marshall (left) and Anna Hayes (right)
Don and his wife, Roma, were dedicated Mote volunteers, and when Roma died in '04, Don threw himself even more into his Mote volunteering. He is more convinced than ever that educating the public about marine life is the best way to safeguard it. That was the motive for his gift in his will to Mote Education Division. Read More
