Popular tax-smart gifts

Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.

Stocks, securities, & mutual funds

Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.

Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.

Benefits

Gifts of assets can often save you far more on taxes than gifts of cash
Avoid all capital gains taxes
Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
Make an immediate impact on our mission

How it works

Transfer appreciated securities directly to us (and avoid all capital gains taxes).
Receive a tax receipt for the value of the assets.
The securities are sold and the funds put directly to use for greatest impact.

Ask your broker to donate through:

DTC number:
ACCT name:

Tax ID#: XX-XXXXXXX
ACCT Number:

Real estate

Potentially reduce estate taxes for your heirs while ensuring that the property is used for a charitable purpose and not subject to potential disputes or mismanagement in the future.

Who it’s for

Those who own property that has appreciated in value and would result in a significant capital gains tax liability if sold
Individuals wanting to simplify their estate planning and reduce their estate tax liability
Those no longer using the property and want to avoid the expenses and hassles of owning and maintaining it

Benefits

Reduce estate tax liability
Eliminate ownership and maintenance expenses
Make a significant charitable gift in support of our mission

How it works

Contact us to let us know about your interest in donating real estate.
Obtain an appraisal of the property to determine its fair market value. This will help you determine the amount of your charitable deduction for tax purposes.
Work with us and your attorney to transfer the property ownership. This may involve executing a deed, transferring title, and completing any necessary legal or regulatory requirements.
Claim your charitable deduction on your tax return for the year in which the donation is made.

Consult with a qualified estate planning attorney and tax professional to determine if this is the right option for you. Additionally, there are some restrictions on the types of property we can accept, so please contact us before you donate!

Retained life estate

A Retained Life Estate is a type of planned giving arrangement that allows an individual to donate their home or other real property to a charitable organization while retaining the right to live in the property for the rest of their life.

Who it’s for

Those who own a home or other real property that they would like to donate to a charitable organization
Those who want to make a significant charitable gift while also retaining the right to live in the property for the rest of their life
Want to avoid the costs and complexities of transferring ownership of their property during their lifetime

Benefits

Potentially receive a tax deduction for the value of the charitable gift
Retain the right to live in the property
Make a big impact on our mission

How it works

Transfer ownership of the property to us, but retain the right to live in the property for the rest of your life.
Continue responsibility for all maintenance, insurance, and property taxes on the property during your lifetime.
If eligible, receive a tax deduction for the value of the charitable gift.
When you pass away, we assume ownership of the property and can use it or sell it in support of our mission.

Consult with a qualified estate planning attorney and a financial advisor to determine if this is the right option for you.

Planned giving helps fuel our mission

A gift in your will creates a foundation for the future. Our work today is important, but it is equally, if not more important, to ensure that our organization can continue well into the future.

We’ve been donating to Happy Paws for years so it just made sense to include them in our estate plan. Our animals have impacted us deeply and we are happy to support the rescue’s mission for years to come.

Tammy and John Parker
Planned gift donors

We’re here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: John Doe

Title :Senior Manager of Planned Giving

Phone: 212-555-5555

Email: jdoe@happypaws.org

Already included us in your estate plan? Let us know