LEAVE A LEGACY OF LOVE & COMPASSION
Because of generous, committed friends like you, Cape Ann Animal Aid has been saving animals in need and finding them loving homes for more than 60 years. Please consider extending your love and compassion for homeless animals for generations to come by including Cape Ann Animal Aid as part of your legacy.
WAYS TO GIVE
CONSULT YOUR ADVISORS
Please consult your legal/financial counsel as you plan your gift. They can help you make the largest possible gift at the least net expense to you. Personal financial circumstances may vary and must be carefully considered to receive maximum benefit from existing tax laws.
NAMING CAAA IN YOUR WILL OR LIVING TRUST
Including Cape Ann Animal Aid as a beneficiary in your will can make a loving and lasting legacy that ensures that what matters to you lives on. This can also reduce the tax payable by your estate. Learn more about how adding one sentence to your will or living trust helps ensure that we continue our life-saving work for years to come. The language below can be used to direct a gift to Cape Ann Animal Aid.
Sample Language for unrestricted bequest
“I give, devise and bequeath to the Cape Ann Animal Aid Association (CAAA), a 501 C (3) charitable non-profit corporation, tax identification number 042374914, headquartered at 4 Paws Lane, Gloucester, MA 01930, the sum of $____________ or __________% of my residual estate (or an accurate description of securities, real estate or other property given) to be used for the general purposes of the said organization.”
Other sample language options for restricted and contingent bequests.
“I give, devise and bequeath to the Cape Ann Animal Aid Association (CAAA), a 501 C (3) charitable non-profit corporation, tax identification number 042374914, headquartered at 4 Paws Lane, Gloucester, MA 01930, the sum of $____________ or __________% of my residual estate (or an accurate description of securities, real estate or other property given) to be used for the general purposes of the said organization.”
Other sample language options for restricted and contingent bequests.
LETTER OF INTENT
Please let us know about your intent to include Cape Ann Animal Aid in your legacy planning. Supporters who have included CAAA in their estate plans are recognized and celebrated as members of the Sandy Mitchell Circle of Friends. You can notify us by mail or fill out a short form online.
BENEFICIARY DESIGNATIONS
Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using retirement assets, life insurance policies and annuities. Learn more about how you can take advantage of a simple way to help animals in need and receive tax benefits in return.
IRA CHARITABLE ROLLOVER (QCD)
Make a difference today and save on taxes. It’s possible when you support Cape Ann Animal Aid through your IRA. Learn more about the special benefits for you at different ages and answers to frequently asked questions.
APPRECIATED SECURITIES
Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to Cape Ann Animal Aid. Making a gift of securities or mutual funds offers you the chance to support our efforts in saving homeless animals while realizing tax benefits for yourself. Read More about using these gifts to help animals in need.
ANIMAL CARE PROVISION AND PET TRUSTS
We recommend that you make provisions to re-home your companion animals following your death with friends and family. An animal shelter should be a last resort for placement of surviving animals. Should you need assistance from Cape Ann Animal Aid in placing your companions after your death, you may consider specific bequest language in your will or talk to your financial planner about a Pet Trust. Learn more.
NEXT STEPS:
- If you have questions or need additional information please contact Jennifer Dobson at development@capeannanimalaid.org or call (978)-283-6055 ext. 104.
- Seek the advice of your financial or legal advisor.
- If you include Cape Ann Animal Aid in your plans, please use our legal name (Cape Ann Animal Aid Association, Inc.) and federal tax ID (04-2374914).
Cape Ann Animal Aid is a registered 501(c)3 nonprofit organization and all contributions are tax-deductible as allowed by law. (EIN 04-2374914). We do not share information about our donors with any other group, company, or organization.
