Making a Planned Gift
Your planned gift to SFOF is a special way to ensure that cats, kittens, and those who care for them have access to excellent programs and services for years to come.
Planned giving contributes to SFOF’s long-term financial stability and helps fund the expansion of lifesaving programs and capital improvements that otherwise would not be possible.
SFOF welcomes many diverse types of planned gifts. You may choose to give through a charitable trust, by including SFOF in your will, or by listing us as a beneficiary of a life insurance policy or retirement fund.
If you would like more information or are already including SFOF in your estate plans, please contact us at firstname.lastname@example.org.
Types of Planned Gifts
You have many options when it comes to estate planning. Your wishes and tax considerations will influence the type of gift you choose. An estate planner or tax advisor can help you develop or amend your plans to meet your goals and maximize tax benefits.
A bequest is one of the simplest planned giving options. This can be established easily in your will and may reduce estate taxes.
Can I include SFOF as a beneficiary of a life insurance or retirement plan?
Yes! Naming SFOF as a beneficiary of an existing life insurance policy, IRA, 401(k), and/or other pension or retirement plan is another simple planned gift option. You do not have to consult an attorney to make these changes, and this type of gift is ideal when your policies are no longer critical to your family’s well-being.
Does SFOF accept gift annuities or charitable trusts?
Yes! Charitable trusts or gift annuities are a good choice for large or complex estates. These gift types can be designed to meet your needs and financial goals. Funded by cash or securities, a charitable trust can provide income to you as well as provide for SFOF. The benefits vary depending on the option you choose, how well it is funded, and at what stage in your life you begin, but the advantages remain the same: provision of annual payments to you or another recipient and a reduction of taxes owed. SFOF receives either an outright gift, which often provides substantial tax savings to the donor, or the remaining value of the trust upon expiration. When making this type of gift, we highly recommend working with a trained tax or estate planning professional.