Estate Planning - Leave a Legacy

Overview

Estate Planning

Leave Behind A Lifeline

Estate or planned gifts are excellent opportunities to support the Sacramento SPCA during and following your lifetime, while meeting current income needs and providing for your heirs. You can also provide for the care of your pets in your estate plan.

Examples of estate and planned giving instruments include wills and 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. All are wonderful ways to support the Sacramento SPCA. We would be pleased to discuss options with you but recommend that you speak with your accountant or financial adviser to determine what’s best for you. You may also like to attend our seminar on Estate Planning. Click here for our online RSVP form  to reserve your spot.

As we take steps every day towards ending the crisis of pet overpopulation, abuse and neglect, we depend on the generous support of fellow animal lovers in our community. Please let us know if we can provide any assistance during your planning process. We’ll be glad to explore options that benefit you, your family, and the animals. Click on the tabs below for a few examples. For more information, please call Michele Steiner at (916) 504-2870 or msteiner@sspca.org

The Sacramento SPCA is a non-profit 501(c)(3) organization.
Donations are tax deductible as allowed by law.

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Bequests

One way to give is with a bequest. Your will or trust can designate that a specific amount be transferred as a gift to the Sacramento SPCA. Such a gift can take the form of cash, stocks, bonds, real estate, or any type of asset. You may also give a percentage of your estate. The bequest lets you pass on your gift to the Sacramento SPCA free of tax. Click here for sample bequest language. Notify us of your bequest

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Charitable Gift Annuity
Receive fixed payments for life while saving the animals!

A Charitable Gift Annuity is a time-tested method that many donors use to both give and receive. In addition to making a “planned gift” to the Sacramento SPCA’s endowment at the Sacramento Region Community Foundation, a Charitable Gift Annuity will create an immediate income tax deduction and generate fixed income for life. After your lifetime, the remainder in the account will be transferred to the Sacramento SPCA’s endowment on your behalf.

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Life Insurance

A gift of life insurance to the Sacramento SPCA can be a way to make a significant donation even though you may not be a wealthy person. If you have existing policies for which you no longer need the coverage, consider assigning ownership to the Sacramento SPCA. By naming the Sacramento SPCA as both owner and beneficiary, you get a tax deduction as well as make a generous gift at low cost. You may take an immediate tax deduction for the cost basis or surrender value, whichever is less.

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Living Trust

A living trust is often a good supplement to a will for those who wish to avoid the time and expense of probate. There are many kinds of trusts for many different purposes. But they all have one thing in common: they are a means of assuring that your property will be handled, and ultimately passed on, in the way you wish.

If you should choose to include the Sacramento SPCA in your planned giving, we thank you and would appreciate being notified. Click here to see a sample bequest language. Please ensure the following information is included in your documentation:

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Pet Guardian Care program

Have you considered what would happen to your pets should they outlive you?

About the Program

Through the SPCA’s Guardian Care program, it is our goal to provide a program that will give you peace of mind and options for quality care of your pet(s) when you are no longer able to do so.  Not only will your pets be cared for, but you will join a group of people who are helping secure the Sacramento SPCA for generations to come.

Can you answer these questions?

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Legacy Club

Planned giving is an option for donors of all income levels and may allow you to make a larger gift than you otherwise could from your current assets. A planned gift may also let you receive an income stream for life, while reducing capital gains or estate taxes. By including the Sacramento SPCA in your financial planning, you can provide a legacy that will benefit animals for generations to come. Click here for information about our Legacy Club. Enroll in our Legacy Club