Planned Giving

TRUE LOVE Goes on and on

The perfect tribute to their devotion is a lifetime gift to your community animal shelter.

Join the Heart of the Valley Animal Shelter’s Best Friend Legacy Society, guaranteeing that lost and homeless animals have loving homes for generations to come.

Through tax-favored ways of giving, you can make a bigger gift than ever imagined, and help more animals.  By combining charitable giving with your financial and estate planning, you will create a personalized, lasting legacy.  Whatever your personal goals or financial circumstances, you will enjoy the full tax benefits of collaborating with a qualified non-profit organization, like your Heart of the Valley Animal Shelter (HOV).

 

BEQUESTS

What if all you had to do to ensure that Heart of the Valley can be successful for years to come is to write a simple sentence?  Sound impossible? Securing the future for puppies and kittens really is as simple as one sentence.  By including a gift to HOV in your will, you can support their care tomorrow without giving away any of your assets today.

Another wonderful way to support the animals you care about is to name Heart of the Valley as the beneficiary on your:

  • Retirement Plan Assets
  • Life Insurance Policies
  • Bank Accounts, CDs, or Brokerage Accounts

You simply fill out a form that is entirely separate from your will—which makes this approach another easy way to give.

 

SECURITIES

Want to hear something that gets tails wagging?  Heart of the Valley can accept gifts of appreciated securities such as stocks, bonds and mutual funds and you may receive a tax benefit.  If you have owned them longer than one year, you pay no capital gains tax and can deduct the full fair market value if you itemize deductions.

 

CHARITABLE IRA ROLLOVER

Are you required to take your minimum IRA distribution, but you don’t need it?  The animals of your community do!  Please consider making a direct transfer of all or part of your distribution to the Heart of the Valley.  Your gift will help lost and homeless animals and you may exclude the amount distributed to HOV from your gross income.

 

LIFE INSURANCE

Naming the shelter as a beneficiary of your life insurance is another simple way to give. You can make a gift of the policy itself-and in this instance, the gift is the policy’s cash surrender value. Some donors have also made contributions in the form of retirement accounts.

We ask you to consider taking the next step, exploring planned giving opportunities with our Development Director.

Please consult with your tax or financial advisers to determine the best charitable giving strategies for you.

For more information:

We are so grateful for your generosity. Please contact Tiffany Sandholm at 406-404-3069 or tiffany@heartofthevalleyanimalshelter.org to discuss how your gift can help people and pets in your community.

On behalf of the thousands of lost and homeless pets that will find homes through the shelter this year,

THANK YOU

for supporting Heart of the Valley!

Click here to Donate Online today!