Planned Giving

What is Planned Giving?

Planned giving involves making arrangements now to have Homeward Pet and the animals benefit from some of your assets, either currently or in the future. Through this type of giving, individuals can often make a more significant gift than they ever thought possible, while maximizing the financial and tax benefits to you, your estate, and your family.

A planned gift can be as simple as transferring long-term appreciated stock to Homeward Pet directly (rather than selling it and donating the after-tax proceeds) or naming Homeward Pet as a beneficiary in your will or life insurance policy.

Giving Opportunities Bequests can help you leave a legacy of kindness. Name Homeward Pet as a Beneficiary: If you have a life insurance policy that is no longer needed to provide for dependants, consider naming Homeward Pet Adoption Center as the beneficiary. Some assets, such as IRAs and other qualified retirement plans do not pass directly through your will and require you to name a beneficiary. Consider making Homeward Pet a full or partial beneficiary. Name Homeward Pet as a beneficiary of a Certificate of Deposit (CD). Appreciated Securities & Residential Property Donations are alternatives to a cash gift. What will become of your beloved cat or dog after you are no longer able to care for them? Our Companion Legacy Program ensures that your pet will be well cared for should you part this world before them.

For more information on any of these planned giving options, or to let us know if you have already included Homeward in your estate plans, please contact Peggy Noll, Community Development Director, 425-488-4444 ext.404, or email donations@HomewardPet.org. All inquiries will be kept strictly confidential, and imply no obligation to make a gift.