Planned Giving Options
Planned Gifts benefit the Humane Society & SPCA of Sonoma County in the future. Gifts may be made through a variety of tax saving vehicles and be designated for a specific purpose or be unrestricted for the Society to use where the need is greatest. Please let us know of your planned gift so that we may welcome you into the Humane Legacy Circle which recognizes your generosity.
Bequest
A designated gift in your will or living trust is perhaps the simplest form of planned giving and the vehicle most commonly used.
Retirement Accounts
Designating the Humane Society as the beneficiary is an excellent way for you to make a gift to the Humane Society, using an asset that otherwise might be heavily taxed.
NEW! If you are 70½ years old or older, you can contribute your IRA now without tax consequensences. This new tax law is scheduled to expire on December 21, 2007.
Charitable Remainder Trust
A gift of assets establishes a trust and names the Humane Society as ultimate beneficiary. You receive valuable tax benefits during your lifetime and retain for life the income generated from the assets given to the trust.
Charitable Lead Trust
The income from the trust is donated to the Humane Society during your lifetime. After your lifetime, the trust assets, pass without further tax to your heirs.
Life Insurance
Donating a fully paid, existing life insurance policy or a policy that is not fully paid, provides you with a current charitable income tax deduction.
Life Estate Gift
You may irrevocably transfer the ownership of a home or farm to the Humane Society and retain the right to occupy the premises for the rest of your life, and receive an immediate charitable tax deduction.
Loving for Life
Provides care for your pet when you no longer can. Click here to learn more.
For more information, please contact Janice Nicholson at (707) 542-0882, ext. 203 or email: jnicholson@sonomahumane.org.