Donate – Planned Giving
Thank you for your interest in planned giving options, which include both bequests and gifts from your IRA!
For more information on planned giving, please email Marji Beach.
Bequests – Zelda Legacy Circle
No matter how old you are, you can make a gift in your will or trust to Animal Place to provide refuge for farmed animals for generations to come. You may make a bequest of a fixed amount, percentage or residual of your estate. We’ve partnered with FreeWill: a free online resource that guides you through making this contribution, and building a legacy with Animal Place. Get started today.
What legacy will YOU leave? Check out why Steve has included Animal Place in his will:
“Every day you care for your animals. You and your people do what I can’t. So when the time to pierce the veil comes, I can look down at Earth and know that some gentle, loving animals are being helped at Animal Place. Sometimes, even brought back from death despite horrific injuries or illness. I’ll be at peace then, knowing that somewhere an animal is receiving the care he/she needed because of my gift.” – Steve”
Have you already made a gift to Animal Place in your will or trust? Please fill out this form so we can say thank you and keep our records up-to-date!
Gifts from your IRA
If you are 70.5 or older and have a traditional IRA, you are uniquely eligible to save on taxes by donating to Animal Place directly from your retirement account. Your gift is a compassionate way to fulfill your Required Minimum Distribution (RMD), and helps reduce your overall tax burden. Donate quickly and easily today with this IRA donation tool.
Gifts of Non-Probate Assets
Non-probate assets such as an IRA, 401(k), or life-insurance policy are not covered in your will and you must plan your beneficiaries for them separately. You can designate Animal Place as a beneficiary of these assets to turn compassion into action for farmed animals for years to come. Use this free online tool to receive detailed instructions on how to make this gift. Get started now!
Gifts of Life Insurance Policies
You can also designate Animal Place the beneficiary of your life insurance policy or you can make Animal Place the permanent owner and beneficiary of a new policy or a paid-up policy that you no longer need. You can even assign policy dividends to Animal Place .
To make Animal Place a beneficiary of an already existing life insurance policy, you can simply request a beneficiary designation form from your employer or insurance company. Most forms require the following information
Animal Place’s full legal name: Animal Place
Animal Place’s permanent mailing address: 17314 McCourtney Road, Grass Valley, CA 95949
Animal Place’s federal tax ID number: 68-0200668
Your relationship to the beneficiary: Charity
Stock, Bond, or Mutual Fund Gifts
Donating stocks, bonds or mutual fund shares to Animal Place can be accomplished in two easy steps.
1. Collect the information below and email it to Kim Sturla :
2. Authorize your broker to transfer your shares. Our DTC/Account Number:
DTC # 0062
Brokerage acct # 17175977
Animal Place account # 88012431045
Stock Gift Information Form
- First Name
- Last Name
- Name of Stock
- Approximate # of shares
- Approximate value
- Anticipated date of transfer
- Brokerage Name
- Date stock was acquired
For more information on any of these options, please email Kim Sturla.