Friends who include Angels of Assisi in their long-term charitable planning are members of the Legacy Society. These thoughtful supporters have decided to establish a legacy of support at Angels of Assisi. A simple way to become a member of the Legacy Society is to remember Angels of Assisi in your will or estate plans. Your generosity will help guarantee life to homeless animals for many years to come.
Many other options, which may provide you with numerous tax benefits, exist for legacy giving. Through a legacy gift, you may be able to increase your current income or provide additional retirement income, while reducing or avoiding income, estate and capital gains taxes. It is important to explore options with your financial planner and attorney so that both you and the orphaned pets and programs at the Angels of Assisi receive the full benefit of a legacy gift.
Ways to Create a Legacy at Angels of Assisi:
Support Angels of Assisi with a Bequest Gift by leaving all or a portion of your estate to help our homeless animals in need. A bequest is a simple and flexible way to leave a legacy of support at Angels of Assisi. It costs you nothing during your lifetime, but will help ensure the future of our organization for years to come.
Our Legal Name: Assisi Animal Clinics of VA, Inc D/B/A Angels of Assisi
415 Campbell Ave
Roanoke, VA 24016
Tax ID Number: 54-2021941
You may leave a bequest to Angels of Assisi through one of these options:
Include Angels of Assisi in your will, or include it in an amendment or codicil to your existing will.
Sample language:
“I give and bequeath to Assisi Animal Clinics of VA, Inc D/B/A Angels of Assisi (tax identification number 54-2021941), a charitable corporation organized under Virginia law in 2001, now maintaining its headquarters in Roanoke, Virginia at 415 Campbell Ave, Roanoke, VA 24016, the sum of $________________ .”
or
“I give, devise and bequeath to Assisi Animal Clinics of VA, Inc D/B/A Angels of Assisi (tax identification number 54-2021941), a charitable corporation organized under Virginia law in 2001, now maintaining its headquarters in the Roanoke, Virginia at 415 Campbell Ave, Roanoke, VA 24016, _______% of the rest and residue of my estate.”.
and/or
I give, devise, and bequeath to Assisi Animal Clinics of VA, Inc D/B/A Angels of Assisi, located at 415 Campbell Ave, Roanoke, VA 24016 (a description of the property).
or
“I give, devise and bequeath to Assisi Animal Clinics of VA, Inc D/B/A Angels of Assisi (tax identification number 54-2021941), a charitable corporation organized under Virginia law in 2001, now maintaining its headquarters in Roanoke, Virginia at 415 Campbell Ave, Roanoke, VA 24016, the rest and residue of my estate.”
or
“In the event that (name or names; i.e., spouse, children, sibling, heirs) shall not survive me, or shall die during the administration of my estate, within ____ days from the date of my death, or as a result of a common disaster, then I give, devise and bequeath those beneficiaries’ shares of my estate to Assisi Animal Clinics of VA, Inc D/B/A Angels of Assisi, (tax identification number 54-2021941), a charitable corporation organized under Virginia law in 2001, now maintaining its headquarters in Roanoke Virginia at 415 Campbell Ave, Roanoke, VA 24016.”
Name the Angels of Assisi as the beneficiary of your IRA.
Name the Angels of Assisi as the beneficiary of your life insurance policy.
- Establish a Charitable Remainder Trust. Similar to a Charitable Gift Annuity, a Charitable Remainder Trust also provides you with income for life, but this income has the potential to increase as the trust grows over time. This legacy gift also provides flexibility in the number of beneficiaries and many other options.
- Establish a Charitable Lead Trust, which works in the reverse manner of a Charitable Remainder Trust. The donor establishes a trust, receiving a tax deduction at that time, and designates a charity to benefit from payments for a fixed number of years. At the end of that time, the trust is left to your designated heir.
