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Planned Giving

How do I get started?

Wherever you go to create and manage your estate planning, the Aquarium is grateful for your support through planned giving.

After you have arranged for a gift to the Aquarium, let us know! We appreciate the opportunity to acknowledge your commitment to the organization by publicly recognizing your contribution.

For questions, contact Ali Barker at 801-355-FISH (ext. 235) or email

What is Planned Giving?

Designated gifts, such as irrevocable bequests, life insurance, IRAs, trusts, or other planned-giving arrangements  ensures a bright future for the Aquarium, its animals, employees, and guests alike.

Learn More

Qualified Charitable Distributions

Qualified Charitable Distributions (QCDs), also known as IRA Charitable Rollovers, are the savviest way for individuals age 70 or older to use their IRAs to maximize their charitable impact.

Charitable Stock Gifts

Donate a portion of appreciated stocks or mutual funds to benefit your favorite animals at the Aquarium.

Become a part of the Living Planet Aquarium Society with your planned-giving arrangements.

Loveland Living Planet Aquarium (LLPA) believes in building a world in which everyone takes an active part in protecting Earth’s diverse ecosystems. Though it may seem like an odd task, estate planning is an opportunity to protect the people you care about and protect the natural places and species you love for future generations.  


Who can make a planned gift?

Anyone with a desire to give can make a planned gift. Generally, donors give assets like IRAs, securities, real estate, insurance benefits and cash. Many are surprised to learn how easy it is to create a lasting legacy that can preserve the family name, honor loved ones, support a favorite program, minimize tax burdens, and/or support the community they call home. Bequests to the aquarium are exempt from estate taxes.

What good work can I do with my planned gift?

You can support the Aquarium’s day-to-day operations, or you may be interested in a gift to LLPA’s endowment fund or to support a particular aquarium program such as education or conservation. Often donors find it most satisfying to provide a gift with flexibility. By making an unrestricted gift, you ensure that your gift will provide the maximum benefit to the aquarium. It will be used to respond to the prevalent needs of the aquarium generation after generation.

How will the proceeds of my fund be used to benefit the Aquarium?

Loveland Living Planet Aquarium will use the distribution to support your wishes.

How do I include the gift in my estate plan?

Anytime you are drafting or changing your will or estate plan, you may want to consider charitable legacy gifts. Your financial or legal advisor can provide professional guidance related to your specific estate, beneficiaries, income goals, taxes and other considerations.

How do I plan an estate gift?

Call your financial advisor, estate planner, or the aquarium team directly (Robert Castellano, VP of Development and Philanthropy, or Allison Barker, Associate Director of Development). They’ll help show you how easy it is to get started, and without pressure or obligation. Giving a planned gift is very simple. You include a bequest or planned gift to Loveland Living Planet Aquarium in your will and notify us. Another easy option is to name us as a beneficiary to your life insurance policy or your retirement plan and notify us. Other methods such as charitable trusts, donor-advised funds, and community foundations exist and may also provide current tax benefits. We can help you explore these options further, if desired.

When should I include the gift in my estate plan?

The process is very simple. Once you have made provisions for naming the aquarium as a beneficiary, please complete a Planned Giving Statement of Intent that clarifies your commitment and communicates your wishes. As an additional alternative, some donors decide to establish a fund during their lifetime. It allows them to begin seeing the impact of their giving and serves as the repository of their future planned gift.

Printable FAQs

For questions, contact Ali Barker at 801-355-FISH (ext. 235) or email

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