Planned Giving

Planned Giving
There are additional ways you can donate assets to United Animal Friends:

Donating Stock
Making a gift of stock is simple. With a gift of securities, you pay no capital gains tax and you may be able to deduct the full fair market value of appreciated stocks or mutual funds held longer than one year. Please check with your tax advisor prior to your donation. To request a stock gift transfer through your broker, the Stock Gift Form for your Broker may be helpful. Click below for the form, and submit the completed form to your broker.

Qualified Charitable Donation (QCD) / IRA Charitable Rollover
Individuals who are 70 1⁄2 or older can donate as much as $100,000 a year from their Individual Retirement Accounts (Traditional IRA or Roth) directly to United Animal Friends without having to include any of the transfer as part of their gross income (401k plans are not eligible). Once you reach 73 years of age, the IRS requires you to take a minimum distribution each year. The penalty for not taking the distribution is 50% of the amount that was required to have been distributed. The transfer must be made directly from the IRA to United Animal Friends and the amount of the donation counts toward the individual’s required minimum distribution for the year.

For additional information, visit the this link or check with your tax advisor.

Financial institutions do not always notify us upon transfer of an asset. By completing the Gift Form for Acknowledgement, we will be able to properly acknowledge your donation with a letter that may be used for tax purposes. Click here for the Gift Form for Acknowledgement

Donating Assets from your Estate
United Animal Friends can accept cash, stocks, retirement funds, bank accounts and some forms of real property. If you wish to leave United Animal Friends a specific item or property, please work with us in advance to ensure that we can accept your gift.

Giving to United Animal Friends is easy. Below is simple language that can added to help you make a gift to benefit United Animal Friends.

I give to United Animal Friends, a 501(c)3 nonprofit organization,
PO Box 11133, Prescott AZ 86304,
Federal Tax ID #20-0360727,
for United Animal Friends general use and purpose
– a ___________ percent of my estate (provide a specific percentage); or
– the sum of $___________ (provide specific dollar amount); or
– my ___________ (list a specific asset); or
– the remainder of my estate.

Bequests
The simplest gift is a bequest in your will or trust that directs specific assets or a percentage of your estate to the charity.

Charitable Remainder Trusts
Through an irrevocable trust, you receive fixed or variable payments for your lifetime or a term of years. The remainder passes to the charity.

Charitable Gift Annuities
A simple contract guarantees you a fixed income for life in exchange for the remaining residuum after your death benefiting the charity. Annuity rates are set by the American Council on Gift Annuities.

Retirement Plan and Insurance Beneficiary Designations
You can designate a charity as the beneficiary of a retirement plan such as an IRA or 401(k) or a life insurance policy. At death, the assets transfer to the charity, reducing estate and income taxes.
1. Request a Change of Beneficiary form from you plan administrator. You may be able to do it all online.
2. List United Animal Friends as a non-profit organization beneficiary using the Tax ID #20-0360727.
3. When you have finished, please return the form to your plan administrator, and notify us of your gift.

POD Provisions
Payable on death provisions are effective for the seamless transfer of certain assets such as retirement accounts, bank accounts, and investment accounts. This may be accomplished by providing the below information:

United Animal Friends, is a 501(c)3 nonprofit organization
PO Box 11133, Prescott AZ 86304
Federal Tax ID #20-0360727

If one or more of your specific bequests cannot be fulfilled, United Animal Friends can be named as a contingent or residual beneficiary in your will or living trust.

Other Considerations
Every individual has unique needs and goals. Ask your tax professional to advise you on how you can make a generous gift that is best for your specific situation. United Animal Friends is not engaged in legal or tax advisory service and cannot provide legal or tax advice.

If you have included United Animal Friends in your legacy plans, please notify us of your gift so that we may thank you properly.