Will Or Trust
Give a future gift by including a provision in your estate plan. Sample bequest language for illustration purposes only, please consult with your attorney. If you would like to give your entire estate after all debts, expenses and specific bequests have been distributed: “All the rest, residue and remainder of my estate for federal tax purposes I give to Animal Services Foundation of Ventura County, 600 Aviation Drive, Camarillo, CA 93010 Tax ID: 77-0504872.”
Retirement Assets
A gift of your retirement assets, such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a planned gift. If you make a contribution to the Foundation through your IRA, you’ll be saving the lives of homeless pets and you’ll get great benefits, too! A charitable IRA rollover is a wonderful option for people 70 and a half years of age and older. It allows you to make a gift to the animals — from $100 to $100,000 — and the distribution won’t count as taxable income. An IRA rollover is also a great option if you don’t normally itemize your charitable deductions.
Life Insurance
You can name Animal Services Foundation of Ventura County as a primary life insurance beneficiary or as a contingent beneficiary should your other beneficiaries not survive you. After your lifetime, the benefits from your policy pass to us, free of federal estate tax. We can use these gifts to save the lives of homeless pets across the county.
Charitable Gift Annuities
You can realize tax savings and reliable annual income while donating to our Foundation. Here’s how charitable gift annuities work:
- You make a donation to Animal Services Foundation of Ventura County (minimum of $10,000)
- You receive fixed annual payments for the rest of your life, at an attractive payment rate.
- You receive an immediate charitable income tax deduction, and if you donate appreciated securities to fund your gift annuity, you will enjoy capital gains tax savings as well
- Your gift will benefit you now, and save the lives of homeless pets in the future
Please consult your estate planning professionals.