Planned Giving

Planned Giving

Nuzzles & Co is a non-profit organization with staff and volunteers. More than 90% of our funding comes from community fundraisers and private donations.

If you would like to learn about our Planned Giving program, please contact Matt Mitton. He is a licensed attorney and shareholder with the law firm of Jones Waldow Holbrook & McDonough, P.C. Matt specializes in the area of estate planning and has dedicated his practice to helping people ensure that their estate will go to the right people at the least cost possible. His number is 801-534-7434, and his email is mmitton@joneswaldo.com.

 

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Trusts & Wills

Sadly, thousands of pets are euthanized each year because their owners died or were no longer able to care for them due to age or illness. Establishing a Pet Trust will ensure the lifelong care of your beloved pet, regardless of what happens to you. We have seen a huge increase of people who want to be sure their pets are taken care of, should something happen to them.

When you have a pet trust, you have the peace of mind that the animal you care about is going to be cared for once you’re gone, and that the money you have set aside will be used for that purpose.

There are many ways to incorporate pets into your trust and estate planning to ensure they are taken care of the way you want them to be.

 

Wills and Bequests

If Nuzzles & Co. holds a special place in your heart, consider helping support us with a bequest. Bequests both large and small speak powerfully to future generations about who you are and the causes and places that are important to you. A bequest says, “This is what I believe in.”

When determining how you would like to include Nuzzles & Co. in your will, you have many options. You may include Nuzzles & Co. for a straight percentage of your estate (I give 5% of my estate…). You may give a specific dollar amount (I give $20,000…). You may give the residue (the amount that is left after other bequests have been made) or a percentage of the residue of your estate (I give 50% of the residue of my estate). You should consult an attorney to ensure that the wording correctly and legally reflects your wishes.

 

Stock

Giving the gift of stock makes good financial sense. There is a reason donors often turn to gifts of appreciated securities—it simply makes giving cheaper while doing the same amount of good.

If you sold stock (bought at $20 and sold at $40) to make a $10,000 gift, you would pay $1,215 in capital gains and have a tax savings of $4,430 for a total after-tax cost of $6,785. If you gave the stock itself, you could actually give a total of $15,580 for the same after-tax cost of $6,785. If you are going to make a gift of stock, use this form and email us to let us know what stock you will be sending in.

When stocks are received by our financial advisor, they do not come with names attached. Letting us know that a gift is coming will ensure you get your gift acknowledgment in a timely manner.

 

Real Estate

We can make sure your gift of property is handled properly. Gifts of real estate are often daunting gifts for nonprofits to accept due to the complexities and potential pitfalls of administering such gifts. Nuzzles & Co. has established relationships with local real estate, tax, and financial professionals in order to accept property for charitable trusts or outright gifts.

For more information, please contact Kathleen Toth at (801) 455-0223 or kathleen@foautah.org

Retirement Plans

You can designate Nuzzles & Co. to receive all or part of your retirement plan after your death. Such transfers can be a very tax-efficient way of making a gift. Heirs may receive as little as 30 percent of a retirement plan from a large estate after estate tax and income tax. Nuzzles & Co. would receive all of it free of any taxes. 

Life Insurance

Make your gift quickly with a life insurance policy designation. You can designate Nuzzles & Co. to receive all or part of the proceeds of a life insurance policy. Ask your insurance company for a beneficiary designation form.

Charitable Remainder Trusts

Give a gift that pays you now. Call Nuzzles & Co. for a confidential analysis of the tax and income benefits available to you and your family through a charitable remainder trust. This trust allows you to sell appreciated property tax-free, while receiving income for life and an immediate income tax deduction.

Gift Annuities

Get guaranteed fixed income the simple way. You can enjoy the simplicity and guaranteed payments of a gift annuity contract. You provide Nuzzles & Co. with a gift of cash, stock, or real estate and are then paid a fixed amount for life. You also receive an immediate charitable tax deduction and can partly bypass capital gains tax.

Legacy Gifts

There are many excellent ways to leave a lasting financial stability for our rescue animals. Take a look at some of the ideas listed in the sheet below, and of course, reach out with questions and ideas!

View Giving Details PDF