Why Make a Planned Gift?

Planned gifts are popular because of the financial flexibility and tax benefits they provide. They may allow you to:

  • Make a larger charitable gift than you thought possible
  • Increase your current income
  • Provide inheritances for your heirs at a reduced tax cost
  • Reduce your income tax and avoid capital gains tax
  • Receive income from your personal residence or farm
  • Leave a charitable legacy for future generations

What is Planned Giving?

A planned gift is any major gift, made in lifetime or at death, as part of a donor’s overall financial or estate planning. It uses current tax laws to maximize the gift’s impact on the organization and return financial benefits to the donor. Planned gifts also enable donors to make larger gifts than they could otherwise make from their income.

There are several options to for you to make a planned gift to Pets Alive. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for a charity and other heirs in ways that maximize the gift.

How to Make a Planned Gift

If you’re interested in making a planned gift to Pets Alive, you may contact your financial adviser and let him or her know you wish to make a planned gift to Pets Alive.

You may also contact Development & Communications Director Megan Reece at (812) 349-1349 x103 if you wish for your gift to have a specific legacy, need tax information about Pets Alive, or have any additional questions.