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.

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.

Planning for your GSPs

Have you made arrangements for your GSPs' care should you become unable to provide it yourself? Planning for this possibility ahead of time is one of the greatest acts of devotion we can show our GSPs. It is a simple matter for pet owners to designate in their will someone to take care of their pets as well as a tidy sum to be reserved for the pet's expenses (food, vet bills, toys, etc.). California law now provides for enforceable animal trusts. You can leave money for a particular animal and be certain that the terms of the trust, as established by you, will be carried out. You can designate that the money be used for feeding, veterinary bills, maintenance, and any other aspects of the animal's care. You can also appoint a successor custodian to take care of the animal if the designated person can no longer care for the animal. The Probate Code mandates that trust income and principal may not be used for any purpose other than the benefit of the animal.

In certain situations, you may want to include a special clause in your will or trust to protect the animal(s) from being used for research or testing. You may want to leave a portion of your estate to an animal protection organization such as NorCal GSP Rescue.

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, we would appreciate it if you would complete a Confidential Bequest Intention Form so that we can have a written record of your generosity. It's a non-binding confidential agreement strictly for our records.

Thank you for your legacy of generosity!

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