Planned Giving Build Your Gift Compare Gifts Essentials What to Give Ways to Give Why We Give Bequest Language Legacy Society Quiz Yourself Calculate Your Gift For Professional Advisors eBrochures - Free Information
Gifts in Action
Shirley Fein
Shirley Fein
Shirley Fein lives life to the fullest—from her humble beginnings on a dairy farm to exploring the marine world and meeting Jacques Cousteau. Now she is giving back to Mote, an organization that has meant so much to her. Read More
Increase font size  Decrease font size 

Sail Boat

Welcome to your resource for charitable gift planning!

If we could use sand dollars to fund our research, we'd be out scouring the beaches of the world from dawn to dusk. But since we can't, we look to you.

In these difficult economic times, many cannot support their favorite charities as they once did. One alternative is to remember Mote Marine Laboratory and Aquarium in your estate planning program. By doing so, you help make a difference today by protecting our future tomorrow.

Including Mote in your estate planning provides an important legacy that helps us continue in our mission for our children and our children's children. It also helps you reduce your tax burden by providing a charitable deduction equal to the value of the bequest at the time of your death and ensures that your assets are distributed in accordance with your wishes.

For more information, contact The Development Office at 941-388-4441, Ext. 309 or plannedgiving@mote.org.

Check Out Our Monthly Feature Articles:


Making Her Connection to Mote's Past, Present and Future
All members of Mote Marine Laboratory's Legacy Society have their own history and connections that drew them to the organization and inspired them to support Mote through a planned gift. Veronica Brady and her husband Jay have many connections. More

IRA Rollover Back for 2014: Don't Miss This Limited Opportunity to Make a Difference
If you are 70½ or older, the extended charitable IRA rollover legislation benefits you! While easy to accomplish, this tax-smart gift option enables you to jump-start your legacy and witness the benefits of your generosity to Mote Marine Laboratory. Take a moment to review the questions and answers here to see if this arrangement is right for you. More

What Tax Changes Mean for You in 2015
More than 40 tax provisions will change because of inflation rates in 2015. Here is a brief summary of the changes and how they may affect you. More

Show Your Support With Just a Few Simple Sentences
An up-to-date estate plan is one of your most effective tools for protecting the security of your loved ones. But did you know that you can also use your estate plans to support Mote Marine Laboratory? More

Quiz: What to Know About Your Family Finances
When was the last time you checked the balances on your and your spouse's accounts? Do you know how? To protect yourself and your family, it's essential that you know about your family's finances and estate plans. Take this quiz to see how much you know. More