Estate Planning

Bequests and planned gifts are a wonderful way to support the causes you have been passionate about throughout your life.  These gifts come in all sizes ; whether the gift has been $100 or $1,000,000, they provide critical support for Pet Helpers.  Our donors are the reason that Pet Helpers has been so successful in accomplishing its mission.  Thank you for being such wonderful partners in our work.

Because these gifts are generally larger than outright gifts they can provide several benefits to you.  When properly planned they may reduce your estate taxes, reduce capital gains tax,  or provide you with a current income tax deduction.

The information on this page is designed to provide you with information and is not intended as legal or financial advice.  You should consult an independent financial advisor to discuss your options for planned gifts.

Charitable Lead Trust
This trust pays an annual income for the benefit of Pet Helpers  for a predetermined number of years, after which the benefits are transferred to one of your named beneficiaries.  This allows you to make a large gift to Pet Helpers without actually giving away any of your property.  However, you will receive tax deductions as though you had given it away. 

Retirement Plan Assets
Without careful planning, retirement plan assets may be substantially depleted by taxes.  Talk to your financial advisor about making Pet Helpers the primary or secondary beneficiary of these assets which may  reduce or eliminate these taxes.

Bequests
A bequest is a gift made through your will.  Bequests to Pet Helpers are fully tax deductible for estate tax purposes, and may significantly reduce your total estate taxes.
Planned gifts, also referred to as deferred gifts, are made through estate planning. 

Charitable Remainder Trust
This is a good way to use cash, securities or appreciated property to provide income for your life and a major gift to Pet Helpers after the income beneficiaries’s lifetime.  This provides immediate income tax deductions and helps avoid capital gains tax.