Planned Giving

Create Your Legacy

Shape a brighter tomorrow through the power of planned giving.

The Time is Now

Lasting Legacies Start With Thoughtful Planning

Planned Giving provides a meaningful way to take care of those dear to you while creating a legacy that reflects your deepest values. There are various gifting options available that are suited to meet individuals’ unique circumstances. Some provide significant benefits during your lifetime while others can ensure the causes you care about are sustained and advanced for generations to come.

Maximizing Tax Benefits

Many gifts offer tax deductions and bypass capital gains tax.

Providing for Loved Ones

Plans ensure the financial security of family and dependents.

Safeguarding Your Assets

One’s expressed wishes determine how wealth is distributed.

Leaving Your Legacy

Legacies endure in the better future we are working toward.

There are Different Ways to Leave a Legacy

Charitable Bequests

One day, your generosity will end animal testing for good.

Bequests are one of the easiest ways to make a planned gift to NAVS through a simple provision in your will or trust. You can designate a specific dollar amount, an asset, or a percentage of your estate. Please consult with your advisor to determine the best option for you.

Retirement Assets

Your lifetime of saving can also save lives.

You can avoid taxes today with a qualified charitable distribution (QCD) from your IRA or designate NAVS as a future beneficiary of your retirement accounts. These can include 401(k)s, pensions, and even health savings or brokerage accounts intended to fund your retirement.

Our free resource, Your Legacy of Compassion, is intended to provide guidance as you begin your estate planning journey.

Stocks and Bonds

Gifts of securities can benefit animals - and you.

Donating appreciated stocks, bonds, or mutual funds to NAVS can allow you to avoid capital gains taxes while also receiving an immediate income tax deduction. Talk to your advisor or broker about the simple steps to transfer these assets. You’ll be investing in a kinder tomorrow.

Donor Advised Funds

DAFs make giving simple yet significant.

A donor advised fund (DAF) not only offers tax benefits but is a flexible way to support the causes you care about with assets you’ve already set aside for charity. You can recommend a one-time grant to NAVS through your DAF or establish recurring support to advance our work.

Charitable Annuities

CGAs are the gifts that give back.

With a charitable gift annuity (CGA), you can make a lasting impact for animals while securing guaranteed lifetime income payments in exchange. The National Gift Annuity Foundation administers the annuity contracts established to benefit NAVS at no cost to our donors or to our cause.

Inform Us of Your Intentions

If you have already named NAVS in your estate plans, we would be honored to recognize your membership in our Legacy Society.

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