Planned Giving Options

PLANNED GIVING

There are several ways to give for the ‘future’ for Sun Cities 4 Paws Rescue. This is called “Planned Giving” and this includes IRAs’ and RMD, life insurance policies and trust accounts. Making a planned gift to Sun Cities 4 Paws Rescue is a special way to help ensure that cats, kittens and those who care for them have access to excellent programs and services for years to come. These types of donations contribute to Sun Cities 4 Paws Rescue’s long-term financial stability and help fund the expansion of lifesaving programs and capital improvements that wouldn’t otherwise be possible. 

 

IRA and INVESTMENTS DIVIDENDS

Every year if you receive a dividend check from your IRA, you can make a disbursement percentage to go to a charity. Why not give it to Sun Cities 4 Paws Rescue? Your donation through the disbursement is tax deductible. Assets such as stocks, bonds, and real estate can fund an immediate or planned gift for Sun Cities 4 Paws Rescue.
If you are over 70 ½ years old, you must take a minimum required distribution (RMD) from your retirement account. If you don’t need this income, and would like to help others, consider donating to Sun Cities 4 Paws Rescue. Your investment broker can assist you in setting this up.

CHARITABLE TRUSTS and ANNUITIES

Charitable trusts or gift annuities can be designed to meet your needs and financial goals. Funded by cash or securities, a charitable trust can provide income to you and provide a gift to Sun Cities 4 Paws Rescue. The benefits vary depending on the option you choose, how well it is funded, and at what stage in your life you begin, but the advantages remain the same: provision of annual payments to you or another recipient and a reduction of taxes owed. Sun Cities 4 Paws receives either an outright gift, which often provides substantial tax savings to the donor, or the remaining value of the trust upon expiration.

LIFE INSURANCE POLICY

Life insurance policies are a great ‘cushion’ for loved ones for when you pass away.
But sometimes, people have bought several policies or increased the amount of an existing policy and find it is no longer needed and/or expensive. If you decide you want to keep your policy, but you need to change your beneficiaries, then think about a charity such as
Sun Cities 4 Paws Rescue. 
If you find you cannot afford the premiums anymore to your life insurance policy, before letting it lapse, call Sun Cities 4 Paws and your insurance agent about transferring ownership of the policy. Sun Cities 4 Paws Rescue appreciates all considerations and any monies received will go towards the care of the cats.

 

Sun Cities 4 Paws is grateful to you for considering us as the recipient of your generosity. Please contact us by phone (623) 583-1824 or email executive.director@4pawsrescue.org to discuss planned giving options or to let us know of your intent to include Sun Cities 4 Paws Rescue in your charitable gift planning. Thank you!

Sun Cities 4 Paws Rescue Inc is a 501c3 publicly supported charity. Donations are tax-deductible to the fullest extent of the law. Sun Cities 4 Paws Tax ID # is 86-0822208





Sun Cities 4 Paws has many permanent shelter residents. We have a ‘Sponsor a Shelter Resident’ program to help offset costs. Read more here or donate here and choose Sponsor a Shelter Cat from the drop down menu.


Want to help us get items we need and use all the time? Click Here to be taken to our Amazon wish list. You can purchase items we use regularly and ship them directly to us. Thank you!