Leave a legacy of love for pets in need with these tax-smart giving tools. 

One of the Easiest Gifts to Make

A bequest allows you to leave a meaningful and lasting legacy to transform the lives of pets and the people who love them. A bequest may also lessen the estate tax burden on your family.

With the help of an advisor, you can include language in your will or trust designating Joybound as a beneficiary of your estate plan.

Other Tax-Smart Options

IRAs

Retirement assets like an IRA or 401(k) are excellent options to help you fulfill your charitable intentions. In some circumstances, retirement assets left to family may be depleted through estate and income taxes. By designating Joybound as the beneficiary of part or all of your IRA, the full value of your gift is transferred to Joybound tax-free at your passing, and your estate receives a charitable deduction.

Gifts that Pay You Income

A charitable gift annuity (CGA) is a smart way to make a gift using cash, securities, or possible other assets.

Benefits of a charitable gift annuity include:

  • Receive fixed payments to you or a loved one you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of Joybound with your gift

Add Your Beneficiary

You can designate Joybound as a beneficiary of a retirement, investment or bank account, or your life insurance policy.

To learn more about estate planning options at Joybound Legacy, or call us today at (925) 296-3156.

Joybound is a 501(c)(3) our tax ID number is 68-0240341

Legacy Giving

Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way to make a gift to ARF.

IRA Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

Gift Planning

Discover the tax and financial benefits of gift planning and leave a meaningful legacy.

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