How to Leave a Legacy for Pets

pef_image_02Planned giving to PEF can help pets beyond your lifetime. Donations are not measured by the size of the gift, but by the gratitude from those pet parents who benefit from your thoughtfulness and generosity.

It is important to consult with your attorney, financial adviser and/or estate planner to be sure that the correct legal language is used to document your intentions. Numerous avenues are open to you for becoming a Pet Emergency Fund benefactor. You can choose to have your donation directed to our general fund to assist any animal in need or designate it for use by a particular hospital or type of service. Should you decide to honor the Pet Emergency Fund as a designated recipient of your generosity, please let us know so that we can properly acknowledge your intentions.

Planned Giving Options Include:

Bequests/Specific Gifts through Your Will or Living Trust

A bequest is one of the simplest ways to support the Pet Emergency Fund. These thoughtful gifts ensure that the PEF can continue our critical work to care for animals in need of health services.

Cash

Leave a specific dollar amount or a percentage of the assets in your will to the Pet Emergency Fund.

Gifts of Assets or Securities

Donate appreciated stocks, bonds or mutual finds – it is a quick and simple and may provide you with significant tax benefits.

Beneficiary Designations

Specific designation of the Pet Emergency Fund as a beneficiary.

Life Insurance Gifts

Name the Pet Emergency Fund as a beneficiary of your life insurance policy and save on estate taxes.

Retirement Plan Gifts

Name the Pet Emergency Fund as a beneficiary of your IRA, 401K and other qualified plan through this tax-efficient gift.

Annuities

Support the Pet Emergency Fund’s work without risking financial stability during your lifetime. This can be done through a charitable annuity, where you give a specific sum to the PEF and the PEF pays you an annual payment for the rest of your life.

Charitable Gift

Annuities Support the PEF while providing fixed income for life – for yourself or up to two beneficiaries. May also provide significant tax benefits.

Deferred Gift

Annuities Provide funds for the PEF while meeting your future financial needs. Defer your annuity payments and receive higher income payments – for yourself or up to two beneficiaries. Also may provide significant tax benefits.