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The Right Gift at the Right Time

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Betty and her catAs a supporter of Humane Society Silicon Valley since before 1992, an adopter of many animals and foster parent "failure," an onsite volunteer since 1994, and past board member at HSSV, Betty has experienced alongside us the positive impact HSSV is making in the Silicon Valley community and beyond.

This is also why Betty was one of the very first people to reach out to HSSV to learn more about how the charitable gift annuity program works—HSSV recently began offering these gifts that provide you payments for life.

Betty and her dogBetty called to let us know she had been intending to make a CGA to a national organization that had an established charitable gift annuity program. She had determined that it would be the most beneficial way for her to make a gift in her lifetime that would support animal rescue work in perpetuity. The issue wasn’t that there was no desire to make a meaningful gift to HSSV, it was that HSSV hadn’t yet launched a program of this type.

All that changed a few months ago! Now HSSV is able to provide opportunities for our supporters to make a significant gift without having to choose between a favorite charity and financial security. This gift allows our supporters to help accomplish the mission of saving lives while providing the supporter or their beneficiary with fixed payments for life. This program also has wonderful tax benefit opportunities AND lets our donors support the work that is most important to them.

Although Betty will be retiring to another part of the state, her heart and her legacy will remain at Humane Society Silicon Valley.

A Bright Future for You and HSSV
To learn more about how you can benefit from a gift that pays you, or other ways to make a lasting impact for homeless animals in our community, contact the Office of Planned Giving at 408.262.2133, Ext. 198 or today.

A charitable bequest is one or two sentences in your will or living trust that leave to Humane Society Silicon Valley a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I, [name], of [city, state ZIP], give, devise and bequeath to the HUMANE SOCIETY SILICON VALLEY [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to HSSV or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to HSSV as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to HSSV as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and HSSV where you agree to make a gift to HSSV and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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