Thank you for considering to include Animal Samaritans in your estate planning. With a planned gift to Animal Samaritans, you can combine your desire to give to charity with your overall financial, tax, and estate planning goals. Your planned giving donation puts you in the Forever Friends Legacy Society with other donors that feel strongly about giving in perpetuity to Improve the Lives of Animals and People.
Your planned gift gives you a special connection to Animal Samaritans. You will help improve the lives of animals and people by reducing animal homelessness and unnecessary euthanasia. Additionally, your support helps ensure that our humane education and Animal Assisted Therapy programs continue to thrive, now and well into the future. Through our planned giving program, you can help by making us the beneficiary of a gift through bequests, annuities, trust agreements, life insurance, retirement accounts, or other forms of planned gifts.
Someone’s generosity permeates every facet of our lives. Animal Samaritan’s lifesaving spay and neuter services, shelter and adoption program, humane education, and other animal welfare related programming depend on the generosity of people like you.
Charitable gifts help Animal Samaritans meet its current goals and reach even farther in the future. By giving wisely, you can help us achieve our goals while we continue saving animal lives.
Your gift can take multiple forms and can help you address a variety of personal financial goals. Do you want to make a significant gift during your lifetime, or would a gift as part of your estate work better? Do you have a particular asset that you are thinking of donating? Do you want to increase your retirement income, or is your primary goal estate preservation? Are you carrying excess life insurance or a large balance in your retirement plan?
We are ready to work with you and your advisors to craft the gift plan that satisfies you. We also have advisors that are friends of Animal Samaritans that would be happy to work with you and help you make the most of your donation for both Animal Samaritans and you. Animal Samaritans has formulated the following language to be used in your wills or trusts.
“I wish to bequest to Animal Samaritans, a non-profit, California corporation (Federal Tax ID 95-3171867) currently located at 72-307 Ramon Road, Thousand Palms, CA 92276 or at 72-120 Pet Land Place, Thousand Palms, CA the sum of $____________ dollars, (or, if insurance policies, other policies, and/or other property, please describe below). This gift is unrestricted (or restricted if you prefer), and may be designated for use at the discretion of the Board of Directors.
|Maximize your deduction; minimize the gift details.||Use cash to make your gift to Animal Samaritans.||Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on Animal Samaritans’ mission.|
|Afford a larger gift to Animal Samaritans – and avoid capital gains liability.||Give appreciated stock or bonds held more than one year.||Buy low and give high – make a gift that costs you less than the benefit it delivers to Animal Samaritans, while avoiding capital gains tax.|
|Make a gift for Animal Samaritan’s future that doesn’t affect your cash flow or portfolio now.||Put a bequest in your will (cash, specific property, or a share of the estate residue).||Today, you give a gift that costs you and your family nothing. Tomorrow, you get an estate tax deduction.|
|Retain income benefits from the assets you give to Animal Samaritans – and thus afford a larger gift.||Create a charitable gift annuity or a charitable remainder annuity trust or unitrust.||Receive income for your lifetime; receive a charitable deduction; diversify your holdings|
|Reduce high tax liability now; gain additional income later.||Establish a deferred gift annuity.||These annuities offer a larger deduction and a higher income rate than other life-income gifts.|
|Tap one of the most valuable assets in your portfolio to make a gift to Animal Samaritans.||Use real estate to make your gift to Animal Samaritans.||Avoid capital gains tax, receive an income tax deduction, and have the option of a gift that doesn’t affect your lifestyle.|
|Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren.||Create a charitable lead trust that supports programs at the Animal Samaritans for a fixed, finite period, with the principal going to your heirs.||Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family.|
|Locate an overlooked asset that you can easily give to Animal Samaritans.||Name Animal Samaritans as beneficiary of your retirement plan; leave other assets to family.||Eliminate income tax on retirement plan assets; free up other property to pass on to your heirs.|
|Make an endowment gift from income, rather than from capital.||Create a new life insurance policy, or donate a paid-up policy you no longer need.||Increase your ability to make a significant gift to Animal Samaritans.|
For more information about any of these options, please contact:
Animal Samaritans SPCA Inc.
72-120 Pet Land Place
Thousand Palms, CA 92276-0513