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Planned Giving

The act of giving to a charitable organization leaves us with feelings of goodness and satisfies a deep need to help others.  Studies have shown that generosity is good for your health and happiness.  Many gifts can provide recognition for you, someone dear to you or someone you hold in high esteem; they also serve as endorsements of our good works.  Follow the links below to learn more about giving opportunities...

Bequest In Your Will Or Trust

Make Your Final Wishes Come True

[With a Bequest in Your Will or Trust]

 

You have worked hard to accumulate assets throughout your life. However, if you do not have a valid will or trust at your death, the state in which you reside will distribute those assets according to state law.

 

When you create a will, you have the ability to determine how your assets are distributed at your death to the individuals and charitable organizations of your choice. And, including a bequest in your will to a charitable organization such as The Wild Animal Sanctuary may be the best way to make a meaningful gift and save specific assets, such as property, securities or real estate, in case you or your family members need them in the future...

What You Need To Know About Wills

For most people, making a will may not seem easy. Perhaps that is why millions continue to avoid doing it. Four U.S. presidents--Ulysses S. Grant, Abraham Lincoln, Andrew Johnson and James Garfield--were married with children and died without a will. Today, 60 percent of United States adults living in households with children do not have a will.

Commentators say that many people avoid making wills because they are...​

Tax Benefits Of Giving Real Estate

If you have owned your home or other real estate for a long time, there is no doubt it has increased in value. What happens if you sell the property?

 

First, the sale is subject to capital gains tax on the property's appreciation. If the property has been your main home for at least two of the past five years, you can exclude up to $250,000 of gain ($500,000 for married couples). This opportunity to avoid capital gains tax does not apply, however, if the property is a vacation home, land or any real estate other than your primary residence. Plus, there is the cost, time and effort involved in marketing and selling real estate.

 

Before you decide to sell, consider a new option. If you would like...

Year-End

Giving

Most of us want to be in a financial position to do more for those who need our support.  Our government's tax laws offer incentives that encourage support of the works and dreams of charitable organizations and institutions that are making a difference in the world. Through careful planning, a year-end gift can allow you to do more for others than you may have anticipated while improving your own position.

 

A gift to us provides you with a feeling of personal satisfaction and demonstrates...

Savings

Bonds

Many people have accumulated interest on U.S. savings bonds they purchased years ago, yet they are often reluctant to cash them in for fear of having to report large amounts of taxable interest income. Even giving the bonds to a child or other individual triggers taxation of the accumulated interest.  Consequently, many people hold the bonds until death, at which time their estates or their beneficiaries must pay income tax on the accumulated interest.

 

No matter how large or small the amount, savings bonds can...​

Creative

Legacies

The act of giving to a charitable organization leaves us with feelings of goodness and satisfies a deep need to help others. Studies have shown that generosity is good for your health and happiness. Many gifts can provide recognition for you, someone dear to you or someone you hold in high esteem; they also serve as endorsements of our good works. Read on to learn more about two giving opportunities...​

Insurance Policies 

When you first bought a life insurance policy, you had a purpose in mind - probably to help ensure the financial stability of your family should something happen to you or your spouse. Have your circumstances changed since then?

 

Life insurance can be a tool with many purposes. For example, it can provide liquidity for paying taxes and other expenses at death. But, believe it or not, some of the most satisfying uses for life insurance policies are...​

Charity Annuity Remainder Trusts

Remainder trusts are a great way to give a set amount of money or other property to The Sanctuary - and also receive monthly income for the rest of your life!  Annuity Trusts are set up with your specified contribution and then you receive a set amount each month for the rest of your life - with any remaining funds going to The Sanctuary upon your death...​

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