FOR THE LOVE OF ANIMALS AND ALL THEY DO FOR US. PLANNED GIVING: YOUR LEGACY NOW AND IN THE FUTURE
Planned gifts are an excellent way to support what you believe in now and following your lifetime. You can plan now for a legacy that will benefit companion animals for generations to come. It is animal lovers like yourself that together provide for the future of our community’s animals.
Some examples of Planned Giving can include wills, living trusts, life insurance or retirement beneficiary designations, charitable gift annuities, charitable remainder trusts, charitable lead trusts and life estate in personal residence or farm. These are all outstanding ways to support the animals of our community through local non-profit organizations. We suggest you work with your Estate Planner and your Financial Advisor to determine what is best for you.
Your will or trust can designate that a specific amount of cash, stocks, bonds, real estate or other asset be transferred as a gift to the nonprofit or bequest a percentage of your estate. This is a tax-free option.
- Life Insurance
You can assign ownership or list the nonprofit as a beneficiary to your life insurance plan. If you do both, you can receive a tax deduction while making a generous gift to them.
- Living Trust
If you want to avoid probate, a living trust is an option. There are a multitude of trusts available but the bottom line is that a living trust, if done properly, will assure you that your wishes will be met.
If you decide to include a nonprofit in your Planned Giving and we hope you do, the nonprofit you choose will be forever thankful for your thoughtfulness and trust in them.