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Donate – Planned Giving

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Planned GivingWe are deeply grateful to those friends who, through their will or living trust, make a gift to support the animal rescue and protection work of future generations.

There are a variety of ways to make a lasting contribution toward a more humane world and ensure animals are protected for generations to come. Below is a summary of the various ways you can make a financial commitment from your will, living trust, or other estate plans to protect animals in need.

If you have made a provision in your estate plans for Animal Place , please let us know so that we may recognize you as a member of our Animal Place Legacy Program.

Bequests are a vital and continuing resource that strengthens Animal Place ‘s ability to protect those who do not have a voice for future generations. Most donors plan their gifts in the form of general bequests. This general support is most helpful because it allows us to direct funds to our most crucial animal care and humane education projects. However, should you have a specific animal care or programmatic interest, or if you wish to fund an endowment, we would be happy to assist you in planning a gift that meets both your interests and the goals of Animal Place .

For more information on planned giving, please email Kim Sturla.


Bequests

With a will or living trust, you can make provisions for your family and friends, as well as the organizations you supported in your lifetime, like Animal Place . You may make a bequest of a fixed amount, percentage or residual of your estate. No matter what your age, having a will is an effective way to ensure your assets are distributed as you wish. [sample bequest language is available, email us]


Tax-Deferred Retirement Account

Consider leaving retirement account assets to Animal Place , and preserve all the funds free from tax. You can designate Animal Place the beneficiary or contingent beneficiary of your retirement accounts. If you are 59 or older, you may wish to fund your donation to Animal Place from your retirement plan (i.e., IRA, 401K, Keogh).


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:

Vanguard
DTC # 0062
Brokerage acct # 17175977
Animal Place account # 88012431045

Stock Gift Information Form

Your Information

  • First Name
  • Last Name
  • Address
  • City
  • State
  • Zip
  • Phone
  • Email

Stock Information

  • 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.