Leave your Legacy when you remember Helping Paws Foundation in your planned giving:
We are so grateful to all our donors because it is through your bequests that we may continue to save and care for military pets. Your legacy gift will make a difference for the brave men and women who sacrifice so much for our freedom. We’ve already helped about 2,600 military families. The more you give, the more we can help.
We recommend that you seek the guidance of an attorney or financial planner when preparing legal documents. Here are some examples of how you make a big difference when you distribute your assets:
Fixed Monetary Bequest:
I give Helping Paws Foundation (EIN 47-5232344), located at 2250 S. Escondido Blvd, Suite 104, Escondido, CA 92025, $__________.
Percentage of Your Estate:
I give Helping Paws Foundation (EIN 47-5232344), located at 2250 S. Escondido Blvd, Suite 104, Escondido, CA 92025, __________% of my estate.
I give all my estate, including real and personal property, to Helping Paws Foundation (EIN 47-5232344), located at 2250 S. Escondido Blvd, Suite 104, Escondido, CA 92025.
You can also leave a legacy with Helping Paws Foundation without writing a check. Consider these often-overlooked gifts that can reflect your charitable goals and make a meaningful difference.
Bank and Brokerage Accounts:
You can name one or more individuals or charities as the beneficiary of your financial accounts. There are two names for this based on the assets:
1. Payable on death (POD): Applies to your bank accounts—checking, savings accounts and CDs.
2. Transfer on death (TOD): Applies to your brokerage or investment accounts.
State laws govern payable-on-death accounts and transfer-on-death accounts.
Please consult with your bank representative or investment advisor if you are considering these gifts. Remember, you can designate a certain percentage of the account rather than transferring all of the account solely to the Helping Paws Foundation. The beneficiary also has no rights to the funds until after your lifetime, which allows you to use the money in the account freely, change the beneficiary or close the account.
Your need for life insurance likely declines as you get older, making it a great gift option that doesn’t involve giving up assets you use today.
There are two main ways people use life insurance to support Helping Paws Foundation:
1. Name the Helping Paws Foundation as the beneficiary (or co-beneficiary) of an existing life insurance policy. After your lifetime, the proceeds support our mission.
2. Make the Helping Paws Foundation the owner and beneficiary of an unneeded policy-which may provide tax savings for you. The funds become immediately available for our use.
If you own stock that has increased in value since you purchased it (and you’ve owned it for at least one year), donating it to the Helping Paws Foundation can score you tax savings. Not only will you receive the same income tax savings (if you itemize) as you would if you wrote us a check, you’ll also eliminate capital gains taxes on the transfer, which can be as high as 20 percent.
You can draft a simple will for free at FreeWill.com – this becomes legally valid as soon as you have it notarized. FreeWill also allows you to select the charities of your choice, including the Helping Paws Foundation, as beneficiaries.
When you have added Helping Paws Foundation to your legacy plan please contact us so that we may thank you. For more information regarding Legacy donations, email us at firstname.lastname@example.org.