Planned Giving

Your legacy of generosity

You are a generous person with a love of GSPs. With simple planning now, your generosity for GSPs will continue to make a difference in the years ahead. By making a gift to NorCal GSP Rescue through your will, trust, or another legacy plan, you can create a meaningful gift for the future.

Read more below for additional information on including NorCal GSP Rescue in your estate plans. Our full legal name is NorCal German Shorthaired Pointer Rescue Inc and our tax ID is 26-0129307; we are a 501(c)(3) tax-exempt organization. If you’d like to notify us (we’d love to be able to thank you), you can, but it’s not required. Should you choose to do so, please complete the Confidential Bequest Intention Form, and/or notify our Treasurer.


More information on creating your legacy of generosity

Planned gifts offer you the opportunity to combine your charitable interest in NorCal GSP Rescue with estate planning options that often feature favorable financial and tax benefits.

Will or trust

When you prepare your will or trust, you ensure that you’ve taken care of the people you love and the causes that are important to you. It just takes a simple provision, and gives you the flexibility to decide.

  • Give a set dollar amount
  • Give a specific asset such as land, stock, valuables
  • Donate a percentage of your estate
  • Donate the remainder of your estate

You can change your mind at any time.

Here is some suggested language that you could use in your will or trust. Please feel free to adapt this with your attorney to suit your individual situation.

I give to NorCal German Shorthaired Pointer Rescue Inc, non-profit tax ID 26-0129307, (the sum of $__________) (all or ______ percent of my residual estate) to be used for its general purposes.

Beneficiary of retirement or other financial account

Making NorCal GSP Rescue the beneficiary of your financial accounts is a flexible and inexpensive way to help needy GSPs. These types of accounts include:

  • Retirement, IRA, 401(k) or 403(b) accounts
  • Brokerage accounts
  • CDs
  • Money market, savings, checking, or other accounts that allow transfer on death (TOD) or payment on death (POD) designations

You choose the percentage you’d like to designate. You can also name NorCal GSP Rescue as a secondary or contingent beneficiary.

Life insurance

Donate a new or existing life insurance policy:

  • Name NorCal GSP Rescue as a full, partial, or contingent beneficiary of any policy (including employer- or financial institution-sponsored plans)
  • Make an outright donation of a policy that is no longer needed

Charitable gift annuity

Work with your financial or legal advisor to see if this is the right option for you. Also consider a charitable remainder or charitable lead trust.

Outright gift

Simple and immediate, an outright gift can go straight to work helping the GSPs in need. Discuss the best options for you with your legal and financial advisors. Examples include: shares of stock or mutual funds from publicly traded companies; required minimum distributions from your retirement accounts that could become qualified charitable distributions; and other gifts such as real estate, jewelry, etc that require more planning and may have strict regulations.

Note: NorCal GSP Rescue does not provide legal, tax, or financial advice. The information provided is general in nature, and we encourage you to consult with your professional advisors regarding your specific situation and wishes.


Frequently Asked Questions

 

What is NorCal GSP Rescue’s full legal name?

NorCal German Shorthaired Pointer Rescue Inc

What is NorCal GSP Rescue’s address?

NorCal GSP Rescue
PO Box 933
Menlo Park, CA 94026

What is NorCal GSP Rescue’s tax identification number?

26-0129307

How do I get in touch with someone to talk about planned giving?

Please email our treasurer and she will be glad to help you.

I already put NorCal GSP Rescue in my will. Do I need to do anything else?

Yes, please complete a Confidential Bequest Intention Form so that we can have a written record of your generosity. It’s a non-binding agreement strictly for our records.

Thank you for your legacy of generosity!

 


Special benefit for NorCal GSP Rescue donors:

If you are interested in making a donation to NorCal GSP Rescue in your Will or Trust of at least $10,000, Attorney Deborah A. Malkin will prepare your Will or Trust at no charge. She does this as a service to the animal rescue community.  Ms. Malkin specializes in wills, trusts, and other forms of estate planning, as well as probate matters. She is a Certified Legal Specialist in Estate Planning, Trusts & Probate, certified by the Board of Legal Specialization of the State of California.


The GSPs say THANK YOU!