Thank you for your interest in remembering The Animal League in your estate plans.
We are a nonprofit 501(c)(3) agency that has been in the forefront of providing homeless, abused, sick and injured animals with humane care for more than 25 years, without any funding from Federal or State tax dollars. Philanthropic gifts from individuals and their estates play an essential role in ensuring that homeless pets receive humane care and that lives are saved!
A simple way to become a member of The Animal League Legacy Society is to remember us in your will or estate plans. Your generosity will help guarantee life to homeless animals for many years to come.
Many other options, which may provide you with numerous tax benefits, exist for legacy giving. Through a legacy gift, you may be able to increase your current income or provide additional retirement income, while reducing or avoiding income, estate and capital gains taxes. It is important to explore options with your financial planner so that both you and the orphaned pets at The Animal League receive the full benefit of a legacy gift. Our representatives and partners will be happy to provide you with additional details at your convenience. All inquiries are confidential and without obligation.
Ways you can create a Legacy at The Animal League:
- By naming The Animal League in your will. A Bequest Gift will leave all or a portion of your estate to help our homeless animals in need. A bequest is a simple and flexible way to leave a legacy of support at The Animal League. It costs you nothing during your lifetime, but will help ensure the future of our organization for years to come. See sample bequest language below.
- Establish a Charitable Remainder Trust (CRT). A CRT will pay you either a variable or fixed dollar amount—depending on whether you choose a unitrust or annuity trust, respectively—each year for the rest of your life from assets you place in a trust. After your lifetime, the balance in the trust would go to The Animal League. This would allow for an immediate partial income tax deduction.
- Establish a Charitable Lead Trust (CLT). A CLT pays income to one or more charities, typically for a period of years, and then the remaining assets in the trust pass to noncharitable beneficiaries, such as family. Based on the circumstances, the type of property used and the intended beneficiaries, lead trusts can have significant estate or gift tax benefits.
- Life Insurance that has been paid off and is no longer need can make a wonderful gift to homeless pets and may provide you with a significant tax deduction. Or, you can make The Animal League the beneficiary of your life insurance policy instead.
- Real Estate that is not providing you with needed income can make an excellent gift. A gift of a mortgage-free residence, farm or vacation home can allow you to take a charitable income tax deduction for the full market value, avoid the capital gains tax and escape the expense and work of selling.
- Stocks and Securities are easy to give and offer greater tax benefits. Stocks can be transferred by your broker or send the stock certificate and a signed stock power for each certificate the The Animal League through the mail.
If you are interested in leaving a bequest to South Lake Animal League, Inc., here is some language you can use or provide to your attorney (amounts and percentages are for example purposes only and can be altered as needed):
Bequest of cash
"I bequeath the sum of $10,000 to South Lake Animal League, Inc., Tax ID 59-2949848."
Bequest of a percent of the estate
"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to South Lake Animal League, Inc."
"If my sister Jane Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Jane Doe. If Jane Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to South Lake Animal League, Inc. located at 4648 Baptist Island Rd., Groveland, FL 34736. Mailing address: P.O. Box 121504, Clermont, FL 34712."
Please contact us if you are considering a gift or would like more information.
We take planned giving and our financial accountability seriously. We are a GuideStar Gold Participant rated charity.