Leave A Legacy

Slider21Gift Planning and Financial Ideas for Friends of Living Free

Your will or trust has critical importance. Even if you already have a will or trust to provide for your loved ones, it may be outdated. If your will or trust is not up to date, or if you do not have one at all, the government can make the decisions regarding your remaining estate after you pass on.

How will your savings and possessions be divided among your family and loved ones?  With the cost of living increasing every year, marriages, deaths and births in your family, and more people than ever needing medical care, it is important that you decide what happens to your estate after you pass on. Creating a will or trust or updating your existing one will make sure your wishes are carried out. If you have retired, purchased, sold or inherited property, or moved to a new state, the value of your estate may have changed substantially. If you have a new companion animal, your existing will or trust may require revisions and updates to confirm your current wishes.

With your will or trust, you can make sure those who need your help will receive it. You can do this by:

Considering your beneficiaries’ specific needs Perhaps you have grandchildren that you would like to help with college expenses, or children that you want to help with a down payment for a house or medical expenses. Be specific and mention your beneficiaries and bequests by name.

Including special items If you have a collection of art objects, jewelry or other valuable and prized possessions that you would like to leave to someone, make sure you include them in your will or trust so they will not be sold or included in a blanket bequest of your remaining estate. Your companion animals Make sure you have made provisions to ensure permanent care of your companion animals. This includes naming guardians for your loved ones and the finances to care for them.

Remember Living Free As you have generously remembered us in your lifetime, you can also remember us in your final legacy and include a charitable gift to Living Free.

How can you support Living Free? Your past support has been critical to our success in saving cats and dogs. You can continue your lifesaving support through:

Cash Gifts. Your cash gift, made payable to Living Free, will help us expand our vital mission of shelter rescue.

Stocks or Securities. When you transfer stock or other securities to Living Free, the gift is tax deductible at fair market value. If you have the security for more than a year before donating it to us, you will not be liable for capital gains tax on any appreciation.

Bequests. Creating or updating your will or trust offers a great opportunity to include a bequest to Living Free and is a simple way to help save cats, kittens, dogs and puppies in the future — just as your kind gifts have helped save companion animals’ lives in the past. Your bequest can be a specific sum, a percentage of your estate, or items such as real estate, securities and personal property such as art or jewelry. Suggested wording for an unrestricted bequest in your will or trust: “I give to Living Free the sum of $_____(or provide a description of property or stock that is to be donated) to be used as its Board of Directors may determine.” You will realize significant tax savings through your charitable bequests and giving. Please contact our financial advisor Geoffrey Treat at 800-886-9824.  for more information. Please note that the information on this page is not intended as legal advice. For legal advice, please consult your attorney.

To request more information by phone, please call us at (951) 659-4687 You may also contact us via email. This information is strictly confidential. Living Free is a nonprofit animal sanctuary that depends upon your charitable donations. IRS# 95-3628770

Share...Share on LinkedInTweet about this on TwitterShare on FacebookPin on PinterestEmail this to someone

LF Newsletter