Estate Planning - Leaving a Legacy
Estate or planned gifts are excellent opportunities to support the Alaska 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.
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 Alaska SPCA. We would be pleased to discuss options with you but recommend that you speak with your accountant or financial adviser 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.
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 Alaska 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 Alaska SPCA free of tax. Click here for sample bequest language. Please notify us of any bequest.
A gift of life insurance to the Alaska 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 Alaska SPCA. By naming the Alaska 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 Alaska SPCA in your planned giving, we sincerely thank you and would appreciate being notified. Click here to see a sample bequest language. Please ensure the following information is included in your documentation:
Alaska Society for the Prevention of Cruelty to Animals (Alaska SPCA)
3710 Woodland DRive, Suite 1200
Anchorage, AK 99517
Tax ID# 92-0068910