Gifts That Cost You Nothing Now
Gifts in a Will
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A gift in your will is one of the easiest ways to create your legacy…..{{ CONTINUE COPY }}.
NO COST
Costs you nothing now to give in this way.
FLEXIBLE
You can alter your gift or change your mind at any time and for any reason.
LASTING IMPACT
Your gift will create your legacy of {ACHIEVE MISSION}
4 simple, “no-cost-now” ways to give in your will
General gift
Leaves a gift of a stated sum of money in your will or living trust. For example, you might decide to leave each of your grandchildren $10,000. It’s considered to be ‘general’ because it doesn’t specify from where the money comes.
Residual gift
Specific gift
Contingent gift
Gifts by Beneficiary Designation
By naming {{ ORGANIZATION NAME }} as a beneficiary of these assets, you power our approach to teach the lessons of {{ ORGANIZATION NAME }} that will make a lasting impact. Your gift impacts the young and the old through {{ ORGANIZATION NAME }} and becomes your personal legacy to the world.
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Reduce or eliminate taxes on retirement assets
Reduce or avoid probate fees
No cost to you now to give
Create your legacy with {{ ORGANIZATION NAME }}
To name {{ ORGANIZATION NAME }} as a beneficiary of your retirement plan, contact your bank or insurance company to see whether a change of beneficiary form must be completed.
How to Change a Beneficiary Designation
Login to your account or request a Change of Beneficiary Form from your custodian (the business holding your money or assets).
Follow the links to change your beneficiary or fill out the form.
Be sure to spell the name of our organization properly: {ORGANIZATION NAME}
Include our tax identification number: ###
Save or submit your information online or return your Change of Beneficiary Form.
Types of Gifts
A Gift of Retirement Funds (beneficiary of your retirement plan)
You can simply name {{ ORGANIZATION NAME }} as a beneficiary of your retirement plan to help animals get the care they need.
A gift of funds remaining in your bank accounts, brokerage accounts or certificate of deposit (CD)
This is one of the easiest gifts to give and one of the most useful in accomplishing what you want – helping animals in need. The next time you visit your bank, you can name {{ ORGANIZATION NAME }} (Tax ID: {{ TAX ID NUMBER }}) as the beneficiary of a checking or savings bank account, a certificate of deposit (CD), or a brokerage account. When you do, you’ll take a powerful step toward {{ MISSION }} for generations to come.
Donor-Advised Fund (DAF) residuals
What remains in a donor-advised fund is governed by the contract you completed when you created your fund. When you name {{ ORGANIZATION NAME }} as a “successor” of your account or a portion of your account value, {{ MISSION }}.
Savings Bonds
If you have bonds that have stopped earning interest and you plan to redeem them, you might owe income tax on the appreciation. That could result in your heirs receiving only a fraction of the value of the bonds in which you invested. Since {{ ORGANIZATION NAME }} is a tax-exempt institution, naming us as a beneficiary means that 100% of your gift will go toward {{ MISSION}}.