Did you know more and more donors are choosing “non-cash” vehicles to support nonprofits like ours? There are many ways to donate with a planned gift and in the future with a legacy gift. You can help us support animals in need while affording yourself a tax benefit.

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Planned Giving Opportunities

Transfer appreciated stock and/or mutual funds directly to support capital gains for a federal income tax deduction for the current marketed value. Some state benefits may apply as well.

IRA Charitable Rollover or Qualified Charitable Distributions (QCD)
You can give any amount (up to a maximum of $108,000) per year from your IRA directly to a qualified charity such as CCHS without having to pay income taxes on the money. Gifts of any value $108,000 or less are eligible for this benefit and you can feel good knowing that you are making a difference for animals in need. 

Why Consider This Gift?

• Your gift will be put to use today, allowing you to see the difference your donation is making.
• Beginning in the year you turn 73, you can use your gift to satisfy all or part of your required minimum distribution (RMD).
• You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.
• Since the gift doesn’t count as income, it can reduce your annual income level. This may help lower your Medicare premiums and decrease the amount of Social Security that is subject to tax.
  • For those 59½ years old or older
  • If you’re at least 59½ years old, you can take a distribution and then make a gift from your IRA without penalty. If you itemize your deductions, you can take a charitable deduction for the amount of your gift.
  • At any age
  • No matter your age, you can designate Contra Costa Humane Society as the beneficiary of all or a percentage of your IRA and it will pass to us tax-free after your lifetime. It’s simple, just requiring that you contact your IRA administrator for a change-of-beneficiary form or download a form from your provider’s website.

Tip: It’s critical to let us know of your gift because many popular retirement plan administrators assume no obligation to notify a charity of your designation. The administrator also will not monitor whether your gift designations are followed. We would love to talk to you about your intentions to ensure that they are followed. We would also like to thank you for your generosity.

Please seek the advice of your accountant or financial advisor for more information as circumstances vary by individual.

We make every effort to process gifts quickly and efficiently but these gift types can take some added time. If you are planning to make a year-end gift, we kindly ask that you initiate appropriate paperwork as early in December as possible. Please email development@cchumane.org to begin steps.

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Legacy Giving Opportunities

Naming Contra Costa Humane Society as one of your benefactors is a way to create a living legacy.  Here is some example language for your will, trust, or other legal documents:

(A)	“I give $_______ to Contra Costa Humane Society, headquartered in  Pleasant Hill, CA, tax ID 68-0281428 for its ongoing programs and general use.”
(B)	“I give the residual ______ % of my estate to Contra Costa Humane Society, headquartered in  Pleasant Hill, CA, tax ID 68-0281428 for ongoing programs and general use.”
(C)	“If any of the above-named beneficiaries should predecease me, I hereby bequeath his or her share to Contra Costa Humane Society, a non-profit charitable organization tax ID 68-0281428 with offices in Pleasant Hill, CA for ongoing programs and general use.”
(D)	“I hereby leave (amount spelled out)(in number form) to the non-profit organization known as Contra Costa Humane Society (Tax ID 68-0281428) currently located in Pleasant Hill, CA to be used for its ongoing programs and general use.