Planned Giving

closedog2So 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 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.

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 adviser, include:

Lifetime Income Plans (charitable annuitiescharitable trusts)

Outright Gifts (charitable lead trustgifts of securitiesreal estatecash)

Estate Planning (bequestsinsurance plansretirement plans)

Please consult your financial adviser about which planned giving opportunities are right for you. Because the Humane Society is a non-profit 501(C)(3) organization 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 [email protected].

Lifetime Income Plans

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.

Outright Gifts

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 sizable 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.

Estate Planning

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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