Planned Giving
Become a founding member of the Cape Coral Animal Shelter by providing for the shelter and animals in need in your will. Your gift will help save thousands of animals over the coming years.
Tell your attorney or tax accountant you want to provide an estate gift that will help assure CCAS can continue our mission.
If you are looking for an attorney to assist you with estate planning, Burandt, Adamski, Feichthaler & Sanchez Attorneys have been serving Southwest Florida since 1974. Visit them online at https://www.capecoralattorney.com/ or call their office at 239-542-4733.
Your retirement assets may be transferred to CCAS by completing a beneficiary form provided by your plan custodian. The shelter would enjoy the full value of your gift because your IRA will not be taxed upon your death, plus your estate may also benefit from a charitable deduction.
Did you know that you can donate stocks directly to the Cape Coral Animal Shelter?
This is a super easy and usually financially beneficial to both parties! If you’ve held stock for over a year that has appreciated in value, you may be able to donate it to a charity and neither you nor the charity has to pay capital gains taxes when the stock is sold. Additionally, you can use the full market value of the stock as the amount of your charitable tax deduction. You’ll also avoid capital-gains taxes on the increase in value over time, which you would have had to pay if you sold the stock then gave the charity the cash proceeds. It’s a win-win for both you and the charity! Consult your tax advisor to determine if this donation is right for you.
Primary Beneficiary: Name Cape Coral Animal Shelter as a primary life insurance beneficiary or as a contingent beneficiary should your other beneficiaries not survive you.
Cash Value of Paid Up Policy: Another option is to donate your life insurance policy to Cape Coral Animal Shelter. If the policy has a cash value, the Shelter would have the option of either holding the policy until the maturity date or surrendering the policy to receive the current cash value. You receive an income tax savings; future tax savings by removing the asset from your potential gross taxable estate.
Whether you have a Donor Advised Fund through Fidelity, Cape Coral Community Foundation, the Southwest Florida Community Foundation, Schwab Charitable, BNY Mellon or others, it is easy for you to donate and make a difference.
IRA – Required Minimum Distribution (RMD)/Donation:
This is a wonderful option for people 70 and a half years of age and older, allowing gifts to the Cape Coral Animal Shelter— from $100 to $100,000. This direct distribution to CCAS is not subject to income tax. An IRA rollover is also a great option if you don’t normally itemize your charitable deductions.
What’s a charitable IRA rollover?
It is a direct contribution made from your traditional or Roth IRA to a public charity like Cape Coral Animal Shelter. Your contribution is excluded from your taxable income and can’t exceed $100,000 per year.
Who benefits most from an IRA rollover?
If you have significant assets in an IRA or those who don’t deduct charitable gifts, you will likely benefit the most from an IRA rollover. Charitable IRA rollover distributions count toward Required Minimum Distribution (RDM).
Is my IRA rollover gift deductible?
No. The gift from your IRA would be excluded from your income, so there are no additional deductions.
A gift of cash or real property provides immediate help and you will be entitled to a charitable income tax deduction for the full value of your gift.
The Cape Coral Animal Shelter provides a safe place where animals receive the care they need and remain until they are placed in a qualified, forever home.
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The tax identification number for Cape Coral Animal Shelter is #81-3632884, and qualifies under Section 501(C)(3) of the Internal Revenue Code. A copy of the official registration and financial information may be obtained from the division of consumer services by calling toll free 1-800-435-7352 within the state. Registration does not imply endorsement, approval or recommendation by the state.