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Planned Giving
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 is $100 or $1,000,000, it provides 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 could provide several benefits to you. When properly planned, they may reduce estate taxes, reduce capital gains tax or provide you with a current income tax deduction.
Please see the link to our Planned Giving Brochure below. We hope the information in this brochure may encourage you to begin a dialogue with your financial and legal advisors. Nothing in this brochure is intended as legal or financial advice, and we encourage you to consult your professional advisors as you consider your estate and gift planning options.
Some of your options include:
Bequests to Our Endowment Fund
Bob and Carol Linville created the Linville Animal Welfare Fund through the Coastal Community Foundation. The fund helps to support Pet Helpers with spay/neuter, vaccinations and other medical needs of rescued or homeless pets, including feral cats.
Pet Trust Remainders
In 2006, South Carolina enacted a pet trust law to allow residents to create trusts to provide for the care of an animal alive or in gestation during their lifetime. When creating the trust, you may designate the remainder to be donated to Pet Helpers.
Gifting Appreciated Stocks or Bonds
Consider gifting appreciated stocks to Pet Helpers, especially those you have held for more than a year.
Charitable Remainder Trust
This is a wonderful tool in which the donor transfers cash, securities, or greatly appreciated property to a trust which provides the donor with an income stream for the remainder of his/her life. Upon the donor’s death, the remainder property is then transferred to Pet Helpers or the Linville Animal Welfare Fund. This type of planning may create immediate income tax deductions and may also help avoid capital gains tax. Please consult an estate planning attorney to discuss this type of donation.
Charitable Lead Trust
This type of trust provides an income stream to Pet Helpers or the Linville Animal Welfare Fund for a term of years. Once the term of years has ended, the remainder is then transferred to a named beneficiary which the donor has chosen. This type of planning could also create immediate income tax deductions and may also help avoid capital gains tax. Please consult an estate planning attorney to discuss this type of planning.
Retirement Plan Assets
There may be significant tax advantages to donating some of your retirement assets to a charitable organization. Speak to your financial advisor or attorney about naming Pet Helpers as a beneficiary in your life insurance polices and other retirement assets.
Bequests to Pet Helpers
Another option is to include a bequest to Pet Helpers in your will. Your bequest could be a specific monetary amount, personal property, or real estate.