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Your consideration of Stephen Memorial Animal Shelter as you make plans for your estate are sincerely appreciated.

Your gift will have a lasting impact, and it is because of gifts like this that we can further our mission and continue to save the lives of animals in need. 

 

Your Will or Living Trust

Planned giving can allow you to donate more and make a difference that has a significant and lasting impact on the lives of animals. If you already have a will or trust, you should be able to add an amendment that fulfills your charitable wishes. There are additional tax benefits to these gifts and we recommend you discuss them with your legal advisor.

Some Options for Planned Giving Include:

  • A gift of a specific dollar amount or piece of property to Stephen Memorial

  • Designate a percentage of your overall estate

  • Name Five Acres Animal Shelter as a contingent beneficiary

Donate a Percentage of Your Estate:

I give and bequeath ____% of my estate to Stephen Memorial Animal Shelter, an Iowa corporation currently located at 1716 Pella Ave, Oskaloosa, IA

Make a Specific Dollar Bequest

I give and bequeath the sum of $____ to Stephen Memorial Animal Shelter, an Iowa corporation currently located at 1716 Pella Ave, Oskaloosa, IA.

Make a Specific Gift of Property

I give and bequeath my home located at _________________ to Stephen Memorial Animal Shelter, an Iowa corporation currently located at 1716 Pella Ave, Oskaloosa, IA

Contingent Gift

If (name of beneficiary) does not survive me, I give the remainder of my estate to Stephen Memorial Animal Shelter, an Iowa corporation currently located at 1716 Pella Ave, Oskaloosa, IA

Other Options:

  • Life Insurance Policies

  • Retirement Plans – You can name Five Acres Animal Shelter as the primary or secondary beneficiary on your life insurance policy.

  • Transfer on Death Account (TOD) – You can name Five Acres Animal Shelter as the primary or secondary beneficiary on your IRA, 401(k),or 403(b). You can name Five Acres Animal Shelter as the beneficiary of a checking, savings, or other TOD account!

     

Basic Information for your Legal Advisor:

Legal Name: Stephen Memorial Animal Shelter Inc

Address: 1716 Pella Ave, PO Box 45, Oskaloosa, IA 52577

Federal Tax ID: 84-5003304

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