Homeless pets rely on the Jefferson City Animal Shelter to rescue them and provide them with a safe environment until they find a loving home. The Friends of the Jefferson City Animal Shelter relies on its supporters to ensure that its life-saving work will continue.
You can make a more significant gift to the Friends of the Jefferson City Animal Shelter than you ever thought possible, while maximizing the financial and tax benefits to you, your estate, and your family. A planned gift is one of the most effective ways to ensure that the Friends of the Jefferson City Animal Shelter can carry on its mission of saving animals’ lives far into the future.
GIFTS THROUGH YOUR WILL OR LIVING TRUST
A gift to the Friends of the Jefferson City Animal Shelter through your will or living trust is a powerful statement of your support for the Friends mission: to rescue, nurture and restore pets to happy and healthy lives in loving homes. It may also provide a reduction in your taxable estate. You can arrange a gift of a specific amount, a percentage of your estate, or even part or all of the residue of your estate.
GIFTS THROUGH RETIREMENT, ANNUITY OR INSURANCE PLAN BENEFICIARY DESIGNATIONS
Naming the Friends of the Jefferson City Animal Shelter as the beneficiary of all or a portion of your life insurance policy, annuity or retirement plan is a simple and smart way to help our orphaned pets. It may also benefit your heirs through avoidance of substantial income and estate taxes. To create a legacy for the the Friends of the Shelter you may name the Friends of the Jefferson City Animal Shelter as beneficiary of a retirement fund, annuity or insurance policy by simply obtaining a beneficiary designation form from your plan administrator or annuity or insurance company.
These lifetime arrangements allow you to support the Friends of the Jefferson City Animal Shelter and either have income for your life or the use of your property during your lifetime. In addition to protecting the lives of future pets, these arrangements may provide you substantial income and estate tax benefits.
A. CHARITABLE REMAINDER TRUSTS
These are trusts that you create. During the lifetime of the beneficiary (which can be you, another person, or the joint lives of you and another), you will receive annual income, based on a percentage of the property either valued at the date of the transfer or revalued each year. On your death, the amount remaining in the trust will be transferred to the Friends of the Jefferson City Animal Shelter.
B. REMAINDER INTEREST IN RESIDENCE OR SECOND HOME
You may make a gift to the Friends of the Jefferson City Animal Shelter of your primary residence or a second home while retaining an exclusive life estate so that you (and your spouse) can continue to use it for the rest of your lives.
C. TRANSFER ON DEATH ACCOUNTS
In almost all states, it is possible to own bank or brokerage accounts in your name with the provision that on your death whatever is in the account is transferred to the Friends of the Jefferson City Animal Shelter. You have complete control over the account during your lifetime with the satisfaction of knowing that you have chosen a simple way to assure the continued lives of homeless dogs and cats.
Nothing on this page should be construed as legal advice. Please contact your attorney or financial advisor to help you decide what is best for your personal situation.
For more information or to let us know that you have already included the Jefferson City Animal Shelter in your estate plans, please contact us at 573-634-6429 or by email at [email protected] all inquiries will be kept strictly confidential, and imply no obligation to make a gift.