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Planned Giving

Maximize giving, minimize taxes, and help us fulfill our mission at South Jersey Regional Animal Shelter

Thank you for our interest in including South Jersey Regional Animal Shelter in your estate plans.

Planned gifts often provide lifetime monetary benefits to the donor and their family, along with considerable tax savings, and the satisfaction of knowing that they are helping ensure the future of SJRAS and their animals and programs for years to come. There are a wide range of giving opportunities available, whether you choose an outright gift, a gift that provides payments to you or another type of gift, your contributions help South Jersey Regional Animal Shelter achieve our mission.

The following sample language can be shared with your estate planning professional and easily incorporated into your estate document:

“I give to South Jersey Regional Animal Shelter:

Federal Tax ID 210677474

1244 North Delsea Drive

Vineland, New Jersey 08360

A gift of $________ to be used as needed OR ______% of the residue of my estate to be used as needed.”

Other ways to give

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Bequests

One of the simplest ways to make a planned gift to SJRAS is the make a bequest in your will. If you already have a will, your lawyer can usually add a codicil to include SJRAS. Giving through a bequest lowers your federal estate taxes because the assets donated to SJRAS are deducted before the estate tax is calculated.

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Life Insurance

A gift of life insurance is an excellent way to make a sizable contribution that does not tie up current assets, and provides for SJRAS’s future. You may make SJRAS the owner and beneficiary of a life insurance policy that you no longer need. If the policy is full paid up, your deduction equals the cost or replacement value of a few policy with comparable benefits. You may also take out a new policy that names SJRAS as beneficiary. The premiums you pay are tax deductible, and in time, the value of the policy will far exceed your new contributions.

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Charitable Remainder Trust

A Charitable Remainder Trust (CRT) gives you the flexibility to design a trust to meet your individual financial goals and provides an income for life. By establishing a South Jersey Regional Animal Shelter CRT, all account values go to the benefit of SJRAS to further our mission when the donor passes on. In short, the South Jersey Regional Animal Shelter CRT epitomizes helping our community by providing people with tax deductions and income for life, while also leaving a lump sum of money for the animals.

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Charitable Gift Annuity

A Charitable Gift Annuity (CGA) can provide guaranteed income for life by providing the mature donor with lifetime payments through better yield on fixed income assests, such as CDs and bonds, and reduce portfolio risk. In addition, the CGA will generate a tax deduction and allow remaining assets to be used to support South Jersey Regional Animal Shelter

Cute tabby cat sitting on window sill in warm sunny light among green plants

Appreciated Securities

A popular alternative to a sash gift is a gift of appreciated securities, which generate a double tax benefit. If an investor has an appreciated stock or mutual fund that they purchased more than a year ago, they can donate those securities to a charity and receive a tax deduction for the fair market value of the securities. In this way they can eliminate any capital gains assessments on the future sale of the securities.

How to get in touch

856-691-1500    info@sjras.org    SJRAS.org

Information provided in this guide is meant to be a guide only. Results based on the individual may differ. Please consult your own financial advisor before entering any gift arrangement.

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