Gifts of Retirement Funds, Life Insurance, Bonds and Donor Advised Funds

These gifts are considered some of the easiest that you can make to impact lives around the globe! Simply contact the firm that holds your assets and ask how to complete a beneficiary form.

Retirement Funds Gift

Many people choose to name Stephens County Humane Society as a beneficiary of a retirement plan to reduce their taxes and support animals in need.

Benefits include:

• Reducing or eliminating taxes on retirement assets.
• Removing highly taxable assets from your estate by direct beneficiary designation.
• Reducing or avoiding probate fees.
• There is no cost to you now.

To name Stephens County Humane Society as a beneficiary of your retirement plan, contact your bank or insurance company to see whether a change of beneficiary form must be completed.

Life Insurance Policy Gift

If you have a life insurance policy that has outlasted its original purpose, you can use it to fund a legacy gift while enjoying tax savings during your lifetime.

Benefits include:

• By donating ownership, you can receive a charitable income tax deduction for the market value of the policy.
• Receive additional tax benefits by making annual gifts so that we can pay the premiums.
• Some donated policies can be cashed in and put to good use right away.
• If you retain the policy and name us as beneficiary, the proceeds of your policy will be paid to Stephens County Humane Society and your estate will receive the tax deduction from the charitable gift receipt.

Savings Bonds

If you have bonds that have stopped earning interest and you plan to redeem, you will owe income tax on the appreciation. In the end, your heirs will receive only a fraction of the value of the bonds in which you so carefully invested.



CDs, Bank Accounts and Brokerage Accounts

Naming Stephens County Humane Society as the beneficiary of a certificate of deposit, a checking or savings bank account, or a brokerage account is one of the easiest ways to support the animals.

Donor-Advised Fund Residuals

Final distribution of contributions remaining in a donor-advised fund is governed by the contract you completed when you created your fund. Please consider naming Stephens County Humane Society as a successor of your account or a portion of your account value.

Contact Us

Please contact us if you have any questions about any of these gift options or to request additional information that might be helpful to you and your attorney as you consider making a gift in support of the animals.

If you have already made plans to make a gift of this type, please contact us to let us know. We would like to thank you and recognize you.

Kelly Nelson
Executive Director
Stephens County Humane Society
Phone: (580) 606-3361
Email: [email protected]