Planned Giving
Live Well
Leave Well.
Inspiring Tomorrow: Planned Giving for a Lasting Legacy
Planned giving is a meaningful way to support Suncoast Humane Society. By including us in your plans, you can enhance the quality of lives for countless animals and strengthen our community’s commitment to animal welfare.
Get in touch.
Your planned gift can be a lifesaving instrument for the future of homeless animals entrusted to Suncoast Humane Society.
If you are interested in discussing an individual plan that works best for you, please email us.
Create a Legacy
Tax Benefits
The Decision is Yours
Gifts for All Stages of Life
Early Career
Building a Foundation (20’s)
Established Professional
Growing Impact (30’s)
Peak Earning
Strategic Philanthropy (40’s-50’s)
Pre-Retirement
Legacy Planning (50’s-60’s)
Later Life
Impact from Accumulated Wealth (60’s)
Retirement
Legacy Gifts
Legacy Gifts are made by including language in your will or living trust that leaves a portion of your estate to Suncoast Humane Society. They are generally revocable, which means you can change or modify them at any time with the help of your attorney, if you choose.
Specific Bequests (gifts) name a fixed dollar amount or percentage in your will or living trust as a gift to Suncoast Humane Society.
Residual Bequests (gifts) distribute the remaining balance after all your estate expenses and specific bequests are paid.
Restricted Bequests (gifts) ensure that your bequest will be used for a specific purpose in support of the work of Suncoast Humane Society.
You can enjoy great tax benefits by donating appreciated stocks, bonds, or mutual funds—it’s an easy way to make a difference. Additionally, consider naming Suncoast Humane Society as a beneficiary of your IRA,401(k), or life insurance policy. Just fill out a simple form, no attorney needed. It’s a rewarding way to support a wonderful cause!
Donor Advised Funds
Remainder Trusts
Charitable Remainder Trust
If you’ve built a valuable investment portfolio but want to generate income without active management, consider a Charitable Remainder Trust (CRT). Selling your assets could lead to significant taxes, but a CRT allows you to support charitable causes while benefiting financially.
With a Charitable Remainder Annuity Trust, you receive fixed distributions based on the fair market value of your contributions multiplied by a set rate, offering you reliable income. In contrast, a Charitable Remainder Unitrust adjusts payouts annually based on asset performance, allowing your contributions and impact to grow over time. Both options reflect generosity and strategic planning, helping you create a lasting legacy. Whichever you choose, you’ll be supporting meaningful causes like the Suncoast Humane Society.
Retained Life Estates
With Retained Life Estates, a donor transfers a property deed or title to a nonprofit while retaining the right to use the property. Retained Life Estates belong to the nonprofit after the set term is up. At that point, the nonprofit can sell or keep the property for its own use.
This webpage provides general information about charitable giving. This booklet is not intended to be legal advice. Please consult your financial advisor, tax professional or attorney for counsel on the best strategy for you.
