Planned Giving
Check out our planned giving flyer or explore your options below.
GIFTS OF SECURITIES
Appreciated stocks, bonds, closely-held stock in family businesses, or other property may be given to Animal Protectors of Allegheny Valley. The value of a gift of stock is determined by the average market value of the stock on the date the gift is made. To identify the best procedure for making such a gift, contact your broker. Additional information and a stock/bond donation form are available.
BEQUESTS
The bequest is the most common form of planned giving. With a bequest, you may make provisions for Animal Protectors of Allegheny Valley in your will, designating either a dollar amount or a percentage of your estate to Animal Protectors of Allegheny Valley. Whatever the amount, bequests to Animal Protectors of Allegheny Valley are entirely free from federal estate tax and the estate and inheritance taxes of most states. Bequests should be prepared and executed with your attorney’s assistance.
GIFTS OF PERSONAL PROPERTY
You may contribute vehicles, jewelry, works of art, rare books, manuscripts, antiques, and similar property to Animal Protectors of Allegheny Valley. A letter of transmittal, which specifies any requirements regarding use of the gift, should accompany gifts of property. Should you choose this kind of support for Animal Protectors of Allegheny Valley, you will need to secure an independent appraisal of the value of your gift for tax purposes.
GIFTS OF REAL ESTATE
Real estate may provide a convenient way to support Animal Protectors of Allegheny Val-ley. You may contribute real estate as an out-right or deferred gift. For example, with a life estate agreement, a donor can make a gift of a home or farm while retaining life tenancy. Gifts of real estate should include a letter of transmittal with instruction for use of the gift.
GIFTS OF LIFE INSURANCE
You may assign Animal Protectors of Allegheny Valley as a beneficiary, co-beneficiary, or a secondary, remainder, or residual beneficiary of your life insurance policy. Annual dividends also may be assigned to Animal Protectors of Allegheny Valley. When Animal Protectors of Allegheny Valley is named as owner of a policy and/or the irrevocable beneficiary, the cash value of the policy may be deducted on your income tax return. The premiums paid there-after also are income tax deductible.
CHARITABLE GIVING THROUGH YOUR IRA
Congress passed legislation for the IRA Charitable Rollover. The law allows individuals who are 70 1/2 or older to make direct gifts up to $100,000 to charitable organizations through their IRA. You can convert your taxable IRA distribution and potentially reduce your taxes.
Note: Please consult with your financial advisor on the best way to give.
Appreciated stocks, bonds, closely-held stock in family businesses, or other property may be given to Animal Protectors of Allegheny Valley. The value of a gift of stock is determined by the average market value of the stock on the date the gift is made. To identify the best procedure for making such a gift, contact your broker. Additional information and a stock/bond donation form are available.
BEQUESTS
The bequest is the most common form of planned giving. With a bequest, you may make provisions for Animal Protectors of Allegheny Valley in your will, designating either a dollar amount or a percentage of your estate to Animal Protectors of Allegheny Valley. Whatever the amount, bequests to Animal Protectors of Allegheny Valley are entirely free from federal estate tax and the estate and inheritance taxes of most states. Bequests should be prepared and executed with your attorney’s assistance.
GIFTS OF PERSONAL PROPERTY
You may contribute vehicles, jewelry, works of art, rare books, manuscripts, antiques, and similar property to Animal Protectors of Allegheny Valley. A letter of transmittal, which specifies any requirements regarding use of the gift, should accompany gifts of property. Should you choose this kind of support for Animal Protectors of Allegheny Valley, you will need to secure an independent appraisal of the value of your gift for tax purposes.
GIFTS OF REAL ESTATE
Real estate may provide a convenient way to support Animal Protectors of Allegheny Val-ley. You may contribute real estate as an out-right or deferred gift. For example, with a life estate agreement, a donor can make a gift of a home or farm while retaining life tenancy. Gifts of real estate should include a letter of transmittal with instruction for use of the gift.
GIFTS OF LIFE INSURANCE
You may assign Animal Protectors of Allegheny Valley as a beneficiary, co-beneficiary, or a secondary, remainder, or residual beneficiary of your life insurance policy. Annual dividends also may be assigned to Animal Protectors of Allegheny Valley. When Animal Protectors of Allegheny Valley is named as owner of a policy and/or the irrevocable beneficiary, the cash value of the policy may be deducted on your income tax return. The premiums paid there-after also are income tax deductible.
CHARITABLE GIVING THROUGH YOUR IRA
Congress passed legislation for the IRA Charitable Rollover. The law allows individuals who are 70 1/2 or older to make direct gifts up to $100,000 to charitable organizations through their IRA. You can convert your taxable IRA distribution and potentially reduce your taxes.
Note: Please consult with your financial advisor on the best way to give.
