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.
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.
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 also recommend that you speak with your accountant or financial advisor to determine what’s best for you.
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. Following are a few examples. For more information, please call (916) 504-2805.
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.
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.
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 for our one-page planned gift document. Please ensure the following information is included in your documentation:
Sacramento Society for the Prevention of Cruelty to Animals
6201 Florin Perkins Road
Sacramento, CA 95828
Contact: Rick Johnson, Chief Executive Officer
Tax ID# 94-1312343
Please call Linda Bak, Development Director, with any questions at 916-504-2805 or email email@example.com.
The Sacramento SPCA is a non-profit 501(c)(3) organization.
Donations are tax deductible as allowed by law.