Planned Giving

Our Planned Giving program is an excellent way to provide you with tax benefits while simultaneously helping our rescue animals. You can make a more significant gift to Pet Project Foundation than you ever thought possible while maximizing the financial and tax benefits to you, your estate, or your family.

Beneficiary Designation Gifts

Will or Living Trust

Gifts by will or living trusts for the benefit of Pet Project Foundation may be for a set dollar amount, a percentage of the total estate, or the residual amount (funds leftover after all expenses have been paid).

Retirement Plans

Retirement plan assets (IRAs, 401(k), 403(b), etc.) offer another easy method for planned giving. The funds can be transferred at death to the Foundation by naming Pet Project Foundation as either the primary or contingent beneficiary of the account. As these funds are not distributed until your passing, they are not subject to estate tax or income tax.

Life Insurance Plan

With respect to life insurance, your needs change over time. The ownership and beneficiary designation of funded life insurance policies can be transferred to Pet Project Foundation. A gift of a current policy may also enable the donor to turn a monthly premium into a tax-free charitable gift.

Securities or Appreciated Assets

A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains taxes that would otherwise be due if you sold these assets.

PPF conveys its deepest gratitude to donors that honor the homeless companion animals in our care with a planned gift.

Note: Pet Project Foundation encourages you to contact your legal or financial professional to help guide you in any tax questions you may have.

Necessary request information:

Pet Project Foundation
P.O. Box 5678
San Clemente, CA 92674-5678
Phone: (949) 595-8899
Tax ID Number: 33-0030634
Tax Status: Not-for-profit 501(c)(3) corporation

For additional questions you may have regarding a bequest to PPF, please email treasurer@petprojectfoundation.org. All inquiries will be kept strictly confidential, and imply no obligation to make a gift.

Nothing in the Planned Giving & Bequests section of this site should be construed as legal advice. Please contact your attorney or financial adviser to help you decide what is best for your personal situation.