Planned Giving
What is Planned Giving? - Planned giving means that you plan today to make a contribution to the shelter either now or in the future. Typical planned gifts are wills, endowments to "restricted funds" and beneficiary designations of insurance policies or investments you own. A planned gift also helps to ensure the shelter will be able to fund programs and services aimed at benefiting the quality of life for animals. How can you make a difference?
Giving Through A Will - Whether your estate is large or small, preparing a Will now provides an orderly process to benefit your loved ones and to help benefit animals. You can give a specific percentage of your estate or a specific dollar amount, or you can leave a specific asset. You can also donate the remainder of your estate after expenses and gifts to your family. You may wish to notify us as to the terms and conditions of bequests you make to ensure your gift is handled, as you desire.
Restricted Endowments - Restricted gifts allow you to choose a particular program that you wish to support. It limits the use of your contribution to this program only.
Beneficiary Designations - Life insurance gifts may be contributed as a form of bequest without a will. You may designate the Animal Allies Humane Society as the beneficiary of an existing life insurance policy or as the contingent beneficiary if your primary beneficiary predeceases you. An annuity or mutual fund, bank account, pension or retirement account may offer you the same opportunity to elect the shelter as your beneficiary or contingent beneficiary.
There are several other options available. Your choice depends on your goals. An attorney or CPA can assist you in preparation of a Charitable Gift Annuity, Charitable Remainder Trust, Deferred Charitable Gift Annuity or a Living Trust.
How Can Planned Giving Benefit Me? - The Animal Allies Humane Society is a tax exempt, charitable organization recognized under Section 501(c)(3) of the Internal Revenue Service code. This means that when you itemize your taxes, any gifts of cash result in a current income tax deduction. Gifts of securities also provide relief from capital gains tax. The most important benefit is the satisfaction of knowing you have made a difference. All contributions are used to help fulfill our mission. Please contact the business office for more details and our Federal ID number.
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