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Planned Giving

Animals are part of your life. Make them part of your legacy.

There are several ways to make a legacy gift to the SPCA of Texas that will provide the foundational support to continue our mission far into the future. Notify us you have included the SPCA of Texas in your will, and you automatically become a member of the Legacy Society.

WAYS TO GIVE

Plan today to leave your legacy tomorrow.

There are several ways to leave a legacy gift to the SPCA of Texas, from naming the organization as a beneficiary of your IRA to a gift of appreciated stocks.

A charitable gift from your estate through your will is called a bequest. By specifying a dollar amount or percentage of money, you may be able to receive a federal estate tax charitable deduction. Click here to create your will with Freewill.

The SPCA of Texas only accepts gifts of publicly traded stock. Stocks and bonds will be sold as soon as practical. A gift of appreciated stock or bonds will allow you the same tax savings as a cash gift but with the added benefit of eliminating capital gains taxes on the transfer. Please consult with your financial advisor or attorney for details. Contact Amanda Rainey at arainey@spca.org or 214-461-1829 for information on transfers.

Name the SPCA of Texas as a beneficiary of your retirement plan assets, life insurance policy, or bank account(s). Tax ID: 75-1216660

The trust is invested to pay an income to you or any other trust beneficiaries you select based on a life, lives or a term of up to 20 years. SPCA of Texas benefits from what remains in the trust after all the trust payments have been made.

Please consult with your financial advisor or attorney for details.

You fund a Donor Advised Fund (DAF) and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.

Please consult with your financial advisor or attorney for details.

Donating part or all your unused retirement assets, such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to SPCA of Texas.

Please consult with your financial advisor or attorney for details.

To make a gift of stock and bonds, please do so by electronic transfer. Contact Amanda Rainey at arainey@spca.org or 214-461-1829 for instructions on transferring from your brokerage or investment account to the SPCA of Texas.

If you are 70½ years of age or older and are interested in making a gift directly to the SPCA of Texas through your IRA account, you may be able to transfer up to $100,000 annually without having to recognize the distribution as income.

As with any decision involving your estate plans, we urge you to seek the counsel of your legal and/or financial advisor as you consider your options.

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

If you have a fully funded life insurance policy that has outlasted its original purpose, gifting that policy to the SPCA of Texas might offer you an added tax benefit while providing a legacy for vulnerable animals.

As with any decision involving your estate plans, we urge you to seek the counsel of your legal and/or financial advisor as you consider your options.

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

LEGACY SOCIETY OVERVIEW

Join the SPCA of Texas Legacy Society.

When you notify us that the SPCA of Texas has been left in your legacy plans, you will automatically be enrolled as a Legacy Society Member.

Benefits of this exclusive group include:

  • Invitations to events throughout the year, including the annual Legacy Society Luncheon
  • Receive the Legacy Society newsletter, Faithful Friends, with updates on the organization and inspirational stories of your gift at work
  • VIP tours of our facilities for you, your family, and friends
  • Discounts on some medical and clinical services
  • Your pet will automatically be included in our special Legacy Pets program

Legacy pets.

As a special courtesy to Legacy Society members, the SPCA of Texas can assume ownership of pets that may outlive you. Whether or not your pet was adopted from us, your pet will be lovingly cared for by a foster family until we find a loving home that is a perfect fit for them.

Contact us.

If you have already included the SPCA of Texas in your will, please fill out this form so we can properly thank you and welcome you into our Legacy Society.

For more information about the Legacy Society, please email legacy@spca.org.

THE DETAILS

For your attorney
& financial advisor.

Legal Name: SPCA of Texas
2400 Lone Star Dr
Dallas, TX 75212
legacy@spca.org
214-461-1829

The SPCA of Texas is a registered 501 (c)(3) nonprofit organization.
Tax ID: 75-1216660

As with any decision involving your estate plans, we urge you to seek the counsel of your legal and/or financial advisor as you consider your options.

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.