It is because of generous, forward-thinking friends like you, that homeless and abandoned animals in Brevard will have a strong and vocal advocate well into the future. Your legacy will help the Brevard Humane Society save the lives of homeless animals, help us to advocate on their behalf, and sustain our agenda to drive change moving forward. The Brevard Humane Society simply would not exist if it were not for you and your charitable gifts.
A gift of appreciated securities like stocks, bonds and mutual funds may be an attractive way for you to support the Brevard Humane Society’s mission. When you transfer ownership of securities to us you will receive a charitable deduction for the full market value and incur no capital gains tax subject to IRS deductible limitations.
We encourage you to alert us in advance with the details of your appreciated gift so we can properly acknowledge your donation. Electronic security transfers do not necessarily provide us with your information.
Please provide the following:
Mutual Fund Donations
Mutual fund companies have a variety of different rules when transferring ownership of shares. Please contact your mutual fund company and Theresa Clifton at: 321-636.3343 ext. 204 to facilitate the process.
IRS notes:
A simple, flexible and versatile provision that will ensure we can continue our work for years to come. By including the Brevard Humane Society in your will or living trust, you are turning your generosity into a lifetime of compassion.
At the Brevard Humane Society, we want to honor your legacy and ensure that it will do exactly what you intend it to do. Your gift can specify a certain dollar amount, name a specific asset such as land or stock, or you can elect to donate just a percentage of your estate. Your will or trust is also a powerful way to provide for the future of homeless animals in our community by denoting a specific purpose, or leave it up to us to bst determine where your money will do the most good.
It is our recommendation that you always consult with your legal and/or financial advisor on how to best structure your will or trust to benefit the animals and your estate. If you are interested in having your Will done for FREE (with your bequest going to the Brevard Humane Society), please contact: Tom Yardley at (321) 633-0400.
Passionate about supporting animals after your lifetime? It’s not only possible, it’s easy to do with a beneficiary designation. Simply name the Brevard Humane Society as a beneficiary to receive assets such as retirement plans and life insurance policies after you’re gone. Not only is it simple, but it’s also flexible. You aren’t locked into the choices you make today- you can review and adjust beneficiary designations anytime you choose, plus it is entirely separate from your will.
