Donate
Other Ways
For more information in donating in the ways listed below, contact Shir Laves at (512) 615-4740.
Gifts of Securities
By including Animal Trustees of Austin in your charitable giving you have made a decision to take an active role in significantly saving animal lives. A gift of appreciated securities held for more than one year may bring about significant benefits to you as a contributor to Animal Trustees.
Planned Giving
A common misconception is that planned giving is only for the very wealthy. Planned Giving involves integrating a donor's charitable gift into his or her overall financial, tax, and estate planning objectives so as to maximize benefits to both the donor and Animal Trustees of Austin. Planned gifts typically come from a donor's assets rather than income, and can be either outright or deferred. Also, it is highly recommended that donors consult with their own tax or legal advisors prior to making a planned gift.
Bequests by Will
In the absence of a will, the laws of your state will determine how your assets are distributed, and your estate will often pay the maximum in estate taxes. This leaves the least possible amount for your heirs and for the charitable organizations you may wish to remember. For this reason, you need to have a will professionally prepared by an attorney and, should you wish to do so, you may include a bequest to Animal Trustees of Austin.
Life Insurance Gifts
A gift of one of your life insurance policies to Animal Trustees can result in an income tax deduction at the time of your gift. And if you continue to pay the premiums on the policy, those may also be deducted as a charitable contribution.
The Annuity Trust
The Annuity Trust allows you to transfer cash, securities or other property into an irrevocable trust with a fixed dollar amount of your gift paid to you as long as you live. If you prefer, you can also direct that the same fixed income be paid to any of your surviving beneficiaries for as long as they live, then Animal Trustees of Austin would use the remaining principal.
The Unitrust
Similar to the Annuity Trust, but the Unitrust provides a fixed percentage of the trust's fair market value be paid to you and your heirs as opposed to a fixed dollar return as is the case of the Annuity Trust.
The Pooled Income Fund
This is a variation of the basic trust concept in which your investment is "pooled" with those of many other individuals into one large investment fund. The income earned by the Pooled Fund is distributed to your beneficiaries proportionately to your original investment.
Retained Life Estates
You may wish to eventually will your home to Animal Trustees, but if you make such a gift while you are still alive, you can receive income tax savings now as a result of your contribution. Under this plan, you continue to live in your home, and if you prefer, make provision for your beneficiaries to live there also. Animal Trustees becomes the owner only after your demise (and the demise of any beneficiaries you may specify) and your home does not pass through probate.
The Revocable Trust
This type of trust allows you to change your gift at some future point in time. You own the trust until your demise, you can receive an income for life, and the funds remaining in the trust at your demise will be considered a charitable contribution for estate tax purposes.
Animal Trustees of Austin tax ID number is 74-2673018. When planning your charitable giving with your financial adviser, lawyer or accountant please include this number and ATA P.O. Box address to designate ATA as your beneficiary.
