Gifts of Retirement Assets

One of the best gifts to give.

If you wish to leave a legacy gift to San Diego Humane Society in addition to your family members and friends, choosing the right asset to give is an important decision.

Did you know that by donating your tax deferred retirement accounts to San Diego Humane Society after your lifetime, your heirs can avoid paying substantial income taxes which would be due on those assets?

Unlike individuals, charities do not have to pay tax on your retirement account proceeds so the full amount benefits animals.

A gift of your retirement assets such as your 401k, 403b, IRA pension, or other tax deferred plan is an excellent way to make a legacy gift.

Your estate will also benefit from an estate tax charitable deduction for the gift.

Naming a charity as a beneficiary of your tax deferred retirement accounts is an easy process and you do not need the help of an attorney to make a change to the beneficiary of your tax deferred retirement accounts. Simply call the company holding your account and request a Change of Beneficiary Designation Form. Then, name San Diego Humane Society as a beneficiary along with our tax identification number, 95-1661688, and our address, 5500 Gaines Street, San Diego, CA 92110. Return the form back to the company, and you’re finished.

Not only is it an easy way to give, but it’s also flexible – you aren’t locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

For assistance with naming San Diego Humane Society as a beneficiary of your retirement accounts and help obtaining the proper forms please contact us.