Planned Giving
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What is planned giving?
A donor usually makes a contribution from his or her assets or estate rather than current income, and can receive current income and tax benefits. Planned Gifts are typically made through a will or trust, gifts that provide lifetime income to the donor like a charitable gift annuity, or gifts that protect your assets, like a retained life estate of a house. Planned gifts allow your personal values to make a lasting impact on the world and can inspire others to join in your commitment. They pass your values on to your children and grandchildren while teaching them the importance of helping others. Selecting the right planned giving vehicle also allows you to reduce your estate and income taxes, maximize the financial and tax benefits of your gift, and make a larger gift than you ever thought possible. You can actually enhance your own and your family's financial well-being while showing your generosity to PAWS/LA at the same time. And because planned gifts typically are arranged now and paid out later, your gift ensures that PAWS/LA will have the financial resources to accomplish its mission for years to come. Your legacy gift to PAWS/LA can touch the future lives of disenfranchised individuals and their companion animals, and continue to ensure the healing benefits of animal companionship for those in need. Your investment in our work will help us respond to future challenges, ensuring that we are able to feed and care for our client's animal companions. |
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GIVE A GIFT THAT WORKS FOR YOU
There are numerous methods you can use to create your legacy. Since everyone’s situation is unique, we suggest you talk with your estate planning adviser to determine what is best for you.
CONSIDER A BEQUEST
• Cash. Designate a specific dollar amount or percentage of assets for PAWS/LA in your will.
• Property. Donate the proceeds of sold property, including securities or real estate, to PAWS/LA.
• Estate. Gift whatever is remaining from your estate to PAWS/LA once all else has been paid off and satisfied.
• Retirement. List PAWS/LA as the beneficiary of your IRAs, tax-sheltered annuities, qualified pension, or profit-sharing plan.
• Insurance. List PAWS/LA as the beneficiary of your life insurance policy.
• Contingent. List PAWS/LA as the beneficiary only in the event of the death of all other beneficiaries.
To make a charitable bequest to PAWS/LA, make use of the following language:
"I give and bequeath the sum of $___________ (or ____% of my estate) to PAWS/LA, to be used in support of its general charitable purposes."
Once you have completed arrangements with your lawyer or financial planner, you may choose to send a copy of the section of your will or trust document that details your charitable plans. You can also request to be listed as a member of Legacy Giving in our annual report, serving as an inspiration for others to support PAWS/LA.
Consult your attorney or financial planner to learn how to set up a bequest.
Stocks, Bonds & Real Estates
PAWS/LA gladly accepts donations of stocks, bonds, real estate and other assets. Donation policies and procedures vary depending on the items donated, IRS regulations and marketability of the assets. Contact us to discuss your individual needs.
Contact Pamela Magette at 213.741.1950 ex 113 or pmagette@pawsla.org for more information.
PAWS/LA's tax ID#: 95-4178092
There are numerous methods you can use to create your legacy. Since everyone’s situation is unique, we suggest you talk with your estate planning adviser to determine what is best for you.
CONSIDER A BEQUEST
• Cash. Designate a specific dollar amount or percentage of assets for PAWS/LA in your will.
• Property. Donate the proceeds of sold property, including securities or real estate, to PAWS/LA.
• Estate. Gift whatever is remaining from your estate to PAWS/LA once all else has been paid off and satisfied.
• Retirement. List PAWS/LA as the beneficiary of your IRAs, tax-sheltered annuities, qualified pension, or profit-sharing plan.
• Insurance. List PAWS/LA as the beneficiary of your life insurance policy.
• Contingent. List PAWS/LA as the beneficiary only in the event of the death of all other beneficiaries.
To make a charitable bequest to PAWS/LA, make use of the following language:
"I give and bequeath the sum of $___________ (or ____% of my estate) to PAWS/LA, to be used in support of its general charitable purposes."
Once you have completed arrangements with your lawyer or financial planner, you may choose to send a copy of the section of your will or trust document that details your charitable plans. You can also request to be listed as a member of Legacy Giving in our annual report, serving as an inspiration for others to support PAWS/LA.
Consult your attorney or financial planner to learn how to set up a bequest.
Stocks, Bonds & Real Estates
PAWS/LA gladly accepts donations of stocks, bonds, real estate and other assets. Donation policies and procedures vary depending on the items donated, IRS regulations and marketability of the assets. Contact us to discuss your individual needs.
Contact Pamela Magette at 213.741.1950 ex 113 or pmagette@pawsla.org for more information.
PAWS/LA's tax ID#: 95-4178092
