What Can I Give?
Planned Gifts to Morris Animal Foundation come in all sizes and varieties. Some gifts are best made when you can see them at work, and others are best made after your lifetime, so as to maximize their impact. All gifts made to Morris Animal Foundation will ensure that you can continue to make the world a brighter place for animals.
To learn more about any of the ways to give listed here, please contact a member of our planned giving team at 800.243.2345.
Bequests of Cash
Making a donation of cash in your estate plans is easy. Most of the estate gifts Morris Animal Foundation receives come in the form of cash. It can be as simple as writing a check or making the Foundation the beneficiary of your checking or savings account. Gifts of cash allow the Foundation the greatest flexibility for funding the most critical research that’s available at the time of the gift. If you are interested in bequeathing a gift of cash, please call us at 800.243.2345 to help you complete your gift.
Stocks and Securities
This is a great option for donors who are looking to make an impactful gift to Morris Animal Foundation while also receiving tax benefits. Shares that have been held for a year or more and are directly transferred to Morris Animal Foundation help you avoid the capital gains tax you would otherwise incur by converting the stock to cash. You can also deduct the fair-market value of the stock on your taxes, regardless of what you paid for it. If you are interested in making a gift of stock, please call us at 800.243.2345 to help you complete your gift.
Retirement Plan Assets
If you have a retirement plan, such as an IRA, 401k, 403(b) or Keough, you can designate Morris Animal Foundation as a beneficiary of part or all of your plan. Because these plans have assets that have yet to be taxed, they could be taxed at up to 35 percent if you leave them to a loved one. By making Morris Animal Foundation the beneficiary, however, the full value of the plan will be used to fund cutting-edge veterinary research that benefits animals.
Are you interested in learning about how to make Morris Animal Foundation a beneficiary of your retirement plan? Please contact a member of our planned giving team at 800.243.2345.
Life Insurance
Most of us get life insurance as a protection for our loved ones, but as time goes on, the need for protection can lessen. If you have a paid-up policy, you can transfer ownership of the policy to Morris Animal Foundation to help further our work. Transferring ownership is easy and can usually be done by completing simple paperwork from the insurance provider. You may also be able to receive a charitable deduction equal to policy’s cash surrender value.
Are you interested in learning how to make Morris Animal Foundation a beneficiary of your life insurance? Please contact a member of our planned giving team at 800.243.2345.
