So many of our thoughtful supporters send us donations with a heartfelt note attached that says "I wish it could be more". Many such people who truly love animals dream of making a substantial donation to help Safe Harbor Humane Society continue to care for the many deserving homeless pets in our community, yet they do not believe they are financially able to make a large gift. For these animal lovers, planned giving provides a number of opportunities that will allow their kindness and devotion to animals to continue for years to come.
Planned giving takes many forms and, in some cases, can provide you with additional income and/or reduce the amount of taxes you would regularly pay. Planned gifts, which are arranged by you and your financial advisor, include:
Lifetime Income Plans
Please consult your attorney or financial advisor about which planned giving opportunities are right for you. Because Safe Harbor Humane Society is a non-profit 501(c)(3) organization, we greatly appreciate any and all gifts we receive.
For planned giving, the legal name for Safe Harbor is Kenosha County Humane Society, Inc. dba Safe Harbor Humane Society. For more information about giving opportunities with Safe Harbor Humane Society, please contact us at 262-694-4047 or firstname.lastname@example.org
Lifetime Income Plans
Charitable Annuities Please consult your attorney or financial advisor to discuss an annuity funded with an irrevocable gift.
Charitable Trusts There are several types of charitable trusts for you to choose from. Whether the trust pays a fixed amount based on a percentage of the initial value of the trust (Charitable Remainder Annuity Trust) or pays income based on a percentage of the net fair market value of the trust assets per annum (Charitable Remainder Unitrust), you are sure to find a charitable trust to meet your financial goals. Please consult your attorney or financial advisor to discuss charitable trusts.
Gifts of Securities Appreciated securities such as stocks, bonds and mutual funds are a simple method of giving that may allow you tax deductions.
Gifts of Real Estate Gifts of real estate may include: undeveloped land, a commercial property, a vacation home, or a personal residence. Whether you give a gift of real estate outright or if you make a gift of the remaining interest in that property while you are still using the property, such a gift may entitle you to sizeable tax deductions.
Charitable Lead Trust The charitable lead trust permits you to make a future transfer of assets to your heirs, while providing a regular, fixed amount of income to Safe Harbor Humane Society for a specified number of years.
Gifts of Cash Gifts of cash are the most common form of charitable gift. Tax benefits are available if you itemize your deductions on your tax return. Cash you donate to Safe Harbor Humane Society can be exempt from federal income tax.
Thrivent Choice® Program If you’re an eligible Thrivent Financial for Lutherans member and have Choice Dollars® to direct, please keep us in mind. For more info or to direct Choice Dollars, call 1-800-847-4836 and state “Thrivent Choice,” or click here: http://bit.ly/XJrPZN.
Bequests in Your Will or Trust A bequest may provide for a specific dollar gift, a percentage of your estate or specific asset(s) to be given to Safe Harbor Humane Society.
Insurance Plans There are many ways to give a gift of life insurance. Whether you are purchasing a new policy or giving a policy that is no longer necessary or relevant to your needs, Safe Harbor Humane Society can be named as a recipient to receive part or all of the policy proceeds.
Retirement Plans Giving a retirement plan as a gift (401(k) plans, IRAs, stock bonus plans, etc.), may help reduce taxes for yourself and/or your heirs.
For planned giving, the legal name for Safe Harbor is Kenosha County Humane Society, Inc. dba Safe Harbor Humane Society.