Gifts that pay you back
Transfer securities, cash, or other property to North Shore Animal League America and we’ll manage the investment of the assets and pay an income to you, your designated beneficiaries, or both. Receive payments for the rest of your life or, in some cases, up to a certain number of years.
About Charitable Gift Annuities
If you’re looking for a way to maintain your current lifestyle, increase your financial security, and lower your taxes, consider creating a charitable gift annuity. You will receive fixed annual payments for as long as you live.
If you are under 65, you may want to consider a Deferred Charitable Gift Annuity, where payouts start after you hit a certain age.
If you are 70½ or older, you can use your IRA to create a charitable gift annuity by making a one-time election of up to $50,000 (without being taxed on the distribution). This option comes with special rules, so contact us to discuss whether this gift is right for you.
Benefits
- Receive an immediate income tax deduction for a portion of your gift
- Annuity payments are guaranteed for life, backed by a reserve and the assets of our organization
- Annuity payments are partially tax free, making them more valuable than fully taxable income of the same size
How it works
- Set up an annuity contract with our organization and transfer cash or securities as outlined in the agreement.
- We invest the assets and pay you (or up to two annuitants) fixed income for life, with the amount depending on the size of the transfer and the age of the annuitants.
- The remaining funds pass to us when the contract ends, creating a meaningful impact.
Learn more about Charitable Gift Annuities
Consult with a qualified estate planning attorney and a financial advisor to determine if this is the right option for you.
Save time, protect assets and avoid distress with a well–planned estate.
This comprehensive estate planning kit includes a helpful lesson book and an electronic record book:
Download the record book (PDF) to begin.
Note: To record your information digitally on the form, you must have Adobe Reader.
Download it for FREE here.
If you’re using Firefox (browser), you must save the PDF prior to making edits.
Need Help?
If we can provide any assistance during your planning process, please contact Amy Dash at 516.812.7218 or AmyD@animalleague.org
About The Safe Haven Surviving Pet Care Program®
Who will care for your pets if you can no longer care for them?
Our Solution:
The Safe Haven Surviving Pet Care Program®
Many supporters have found peace of mind with North Shore Animal League America’s Safe Haven Surviving Pet Care Program. It is a popular way to ensure long-term health and happiness for your faithful companions.
Nationwide enrollment can be funded with a gift through your estate plan. If the need should arise, we will arrange for transportation for your pets to our Alex and Elisabeth Lewyt Canine Adoption Center or our Bianca’s Furry Friends Feline Adoption Center and care for them as long as it takes to find a responsible, loving home. Enrollment funded with an estate gift ensures that your pet(s) will immediately be taken into our care in the event of your death or incapacity.
ARE ALL PETS ELIGIBLE TO ENROLL IN THIS PROGRAM?
This program is open to dogs and cats. The maximum number of pets enrolled per household is 6.
WHAT HAPPENS TO MY PET IF THEY NEED TO COME IN UNDER THIS PROGRAM?
When your pet(s) arrive at North Shore Animal League America, they will receive plenty of love, exercise, and play group activity from our dedicated associates and volunteers. Veterinary care will be provided through our Pet Health Centers, accredited by the prestigious American Animal Hospital Association. Your pet’s temporary home also consists of a state-of-the-art Adoption Center including cage-free living for felines, a grooming facility, the LaRocca Dog Park, comfortable indoor and outdoor dog runs, among other pet-care areas.
HOW IS A NEW HOME CHOSEN FOR MY PET?
North Shore Animal League America is known for having very high standards in choosing adoptive homes for each and every homeless dog and cat in our care. We have an extensive application process that includes reference checks and follow-up quality care home visits. We also have many loving foster care homes where your pets may live out their life.
HOW DO I ENROLL IN THIS PROGRAM?
Contact the Gift Planning Department to discuss how you can enroll your pets. Typically enrollment is funded with a gift from your will or trust or by naming North Shore Animal League America as a beneficiary of one of the following types of accounts: retirement account, life insurance, brokerage account, bank account, or donor advised fund.
IS THIS PROGRAM RIGHT FOR ALL PETS?
We will work with you to determine whether this program is a good solution for your pets. North Shore Animal League America reserves the right not to accept any pet into this program who exhibits extreme aggressive behavior or are deemed feral and not able to be handled for the safety of our associates, volunteers, and visitors.
HOW WOULD MY PET(S) BE SAFELY TRANSPORTED TO NORTH SHORE ANIMAL LEAGUE AMERICA?
The Safe Haven Surviving Pet Care Program is a national program and as such the costs associated with safely transporting your pets to our Adoption Center can vary. For this reason, the transportation costs are separate from the standard enrollment fees. We can assist your interim pet’s caregiver with the arrangements, and recommend that you take the costs of pet transportation into account when deciding how to fund your enrollment.
Next Steps
- Contact Amy Dash at 516.812.7218 or AmyD@animalleague.org to discuss how you can enroll your pets into the Safe Haven Surviving Pet Care Program.
- Talk to your financial or legal advisor to learn which assets would be best to fund your planned gift and enroll your pets into this program. We can provide suggested language to share with your attorney.
- If you name North Shore Animal League America in your plans, please use our legal name and federal tax ID.
Legal name: North Shore Animal League America, Inc.
Legal address: 16 Lewyt Street, Port Washington, NY 11050
Federal tax ID number: 11-1666852
Planned giving helps fuel North Shore Animal League America’s mission
A gift in your will creates a foundation for the future. Our work today is important, but it is equally, if not more important, to ensure North Shore Animal League America can continue well into the future.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.