Planned giving is another means of gifting that can provide lifetime monetary benefits for causes that are most important to you. It is an opportunity for donors to give to our organization in a scheduled way, before or after death through their estate or other means. The below information is for informational purposes only, and is not intended to provide any tax, legal or accounting advice. As each individual donor's estate planning may vary significantly, always consult with your tax and legal professional advisors before committing to any transaction.
One of the most common ways is to make a bequest in your will or family trust. If you already have such documents established, your attorney or lawyer can add our organization as a beneficiary for a future donation.
Naming Victor Valley Animal Protective League as a beneficiary of a paid or current life insurance policy can not only provide tax savings but can provide value that far exceeds the premiums paid over time for the policy itself.
Charitable Gift Annuity
For retirement planning, this type of annuity can provide overage assets to be used to support an organization such as VVAPL.
As an alternative to cash donations, giving securities in the form of stocks or mutual funds, for example, can have a double tax benefit if the donation is considered a long term investment with the tax deduction equaling the fair market value of the securities.
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For anyone interested, we are happy provide the initial sample language to be used for Planned Giving purposes with your attorney or tax professional specifically for Victor Valley Animal Protective League. For those without representation, we can also assist in providing a third-party local legal contact for a free consultation.
Planned Giving not only provides monetary and potential tax benefits but also the satisfaction of knowing the donation will have lasting impact for the future of Victor Valley Animal Protective League and its commitment to saving animals and help continue our Mission of...
Making A Difference One Life At A Time