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many of our thoughtful supporters send us donations with
a heartfelt note attached that says "I wish it could
be more". Many such people who truly love animals
dream of making a substantial donation to help the Humane
Society of Greater Miami/Adopt-A-Pet continue to care
for the many deserving homeless pets in our community,
yet they do not believe they are financially able to make
a large gift. For these animal lovers, planned giving
provides a number of opportunities that will allow their
kindness and devotion to animals to continue for years
to come. |
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Planned
giving takes many forms and, in some cases, can provide you
with additional income and/or reduce the amount of taxes you
would regularly pay. Planned gifts, which are arranged by
you and your financial advisor, include:
Lifetime
Income Plans (charitable annuities,
charitable trusts),
Outright Gifts (charitable lead trust,
gifts of securities, real
estate, cash)
and Estate Planning (bequests, insurance
plans, retirement plans)
Please
consult your financial advisor about which planned giving
opportunities are right for you. Because the Humane Society
is a non-profit 501(C)(3) organization and we receive no government
funding, we greatly appreciate any and all gifts we receive.
For
more information about giving opportunities with the Humane
Society, please contact Laurie Hoffman at 305-749-1815 or
laurie@humanesocietymiami.org.
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Lifetime
Income Plans
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Charitable
Annuities - An annuity funded with an irrevocable
gift (cash, stock or, in some states, real estate) and
consists of a simple contract between you and the Humane
Society of Greater Miami whereby the Society guarantees
to provide you and/or another beneficiary fixed, regular
payments for life.
Charitable Trusts
-There are several types of charitable trusts for you
to choose from. Whether the trust pays a fixed amount
based on a percentage of the initial value of the trust
(Charitable Remainder Annuity Trust) or pays income based
on a percentage of the net fair market value of the trust
assets per annum (Charitable Remainder Unitrust), you
are sure to find a charitable trust to meet your financial
goals. |
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Outright
Gifts
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Gifts
of Securities - Appreciated securities such
as stocks, bonds and mutual funds are a simple method
of giving that may allow you tax deductions.
Gifts of Real Estate
- Gifts of real estate may include: undeveloped land,
a commercial property, a vacation home, or a personal
residence. Whether you give a gift of real estate outright
or if you make a gift of the remaining interest in that
property while you are still using the property, such
a gift may entitle you to sizeable tax deductions.
Charitable
Lead Trust - The charitable lead trust permits
you to make a future transfer of assets to your heirs,
while providing a regular, fixed amount of income to
the Humane Society of Greater Miami for a specified
number of years.
Gifts
of Cash - Gifts of cash are the most common
form of charitable gift. Tax benefits are available
if you itemize your deductions on your tax return. Cash
you donate to the Humane Society of Greater Miami can
be exempt from federal income tax.
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Estate
Planning
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Bequests
- A bequest may provide for a specific dollar gift, a
percentage of your estate or specific asset(s) to be given
to the Humane Society of Greater Miami.
Insurance
Plans - There are many ways to give a gift of
life insurance. Whether you are purchasing a new policy
or giving a policy that is no longer necessary or relevant
to your needs, the Humane Society of Greater Miami can
be named as a recipient to receive part or all of the
policy proceeds
Retirement Plans
- Giving a retirement plan as a gift (401(k) plans, IRAs,
stock bonus plans, etc.), may help reduce taxes for yourself
and/or your heirs. |
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