Planned Giving

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.

Announcing two free options for NorCal GSP Rescue supporters!

1. Make your will today with this free online tool called FreeWill, valid in all 50 states and the District of Columbia. It's perfect for the straightforward will and takes about 20 minutes to complete, after which you'll print your personalized legal documents, then have them signed by two witnesses. Check out this one-minute video here. As of May 2023, you can opt to set up a Revocable Living Trust, also free, which avoids the costly and time-consuming probate process.
2. Have a more complicated estate or wish to establish a trust?  If you reside in California and designate $10,000 or more to NorCal GSP Rescue, attorney Deborah A Malkin will provide you with a full estate plan at no charge. It is her way of giving back to the animal rescue community. She is a Certified Legal Specialist in Estate Planning, Trusts & Probate, certified by the Board of Legal Specialization of the State of California. What's involved?  A client questionnaire, and two meetings in Soquel, CA. If you reside outside of California, use the free online tool - at the end of your will-making process, you'll receive a set of documented wishes and help in finding qualified attorneys near you.

Beneficiary of retirement or other financial accounts

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.