If you name Animal Rescue, Inc. as the beneficiary of all (or a portion) of your individual retirement account (IRA), 401(k), or other qualified pension plan, your gift will bypass the probate process and the proceeds will pass to Animal Rescue, Inc. free of federal estate and gift taxes.
To name or change a beneficiary on an IRA or other retirement account:
Contact the Administrator of the IRA or retirement plan to obtain a Change of Beneficiary Form. If you would like to designate Animal Rescue, Inc. as a beneficiary, decide what percentage of the plan’s value (for example, from 1% to 100%) you would like Animal Rescue, Inc. to receive and name Animal Rescue, Inc. along with that percentage on the Change of Beneficiary Form. Be sure to return the signed and completed form to the Administrator of your IRA or retirement plan.
To learn more about gifts of retirement accounts, as well as other planned giving options, please call 717-993-3232.
The animals thank you!
Animal Rescue, Inc.
Tax ID No. 23-2180310
Please Leave a Legacy of Life for Homeless Animals By Remembering Animal Rescue, Inc. in Your Will and Other Estate Plans.