PLANNED GIVING: FOR FUTURE GENERATIONS
Juneau Animal Rescue (JAR) began in 1963 with a few volunteers in a small shack under the Juneau-Douglas Bridge overlooking the Gastineau Channel. Because of the strength of our community and the generosity of donors like you, JAR has grown to help hundreds of stray, abandoned, and surrendered animals find loving homes each year, along with providing animal welfare education to the community and effectively enforcing animal protection laws.
Your planned gift to JAR will create a loving and lasting legacy for the animals of today and tomorrow.
Your planned gift to JAR will create a loving and lasting legacy for the animals of today and tomorrow.
Consult Your Advisors
Please consult your legal or financial advisors to plan your legacy gift. The information provided on this website is not legal advice, but is meant to give you an idea of the ways that you can leave a legacy to JAR. Personal financial circumstances may vary and your advisors can help you maximize your gift and benefit from existing tax laws.
Wills & Trusts
Including Juneau Animal Rescue as a beneficiary in your will not only makes a loving and lasting legacy, it may also reduce the tax payable by your estate.
Unrestricted Bequest
You can give a specific amount, percentage, or a particular asset of your estate to Juneau Animal Rescue. Sample language:
“I give, devise, and bequeath to Juneau Animal Rescue, a 501(c)(3) charitable non-profit corporation, tax identification number 92-0057621, currently located at 7705 Glacier Highway, Juneau, Alaska 99801, (the sum of $_____________ /_______% of my residual estate / description of securities, real estate, or other property given) to be used for the general purposes of the said organization.)”
Restricted Bequest
Gifts can be directed to a particular purpose. Before creating a restricted gift, please check with us to be sure that we can use your gift as you intend. Sample language:
“I give, devise and bequeath to Juneau Animal Rescue, a 501(c)(3) charitable non-profit corporation, tax identification number 92-0057621, currently located at 7705 Glacier Highway, Juneau, Alaska 99801, (the sum of $_____________ /_______% of my residual estate / description of securities, real estate, or other property given). This gift shall be used for (describe in broad general terms the desired purpose or division or designate a specific fund, such as the Greatest Need Fund, Spay & Neuter Fund, Second Chance Fund, or Compassionate Care Fund)."
Contingent Bequest
A contingent bequest provides first for family and friends and benefits JAR only if other heirs do not survive. Contingent bequests are usually utilized in trust documents. Sample language:
“If any of the above-named beneficiaries should predecease me, then I give, devise and bequeath to Juneau Animal Rescue, a 501(c)(3) charitable non-profit corporation, tax identification number 92-0057621, currently located at 7705 Glacier Highway, Juneau, Alaska 99801, all property, real or personal, which said beneficiary or beneficiaries would have received if said beneficiary or beneficiaries would have survived me.”
We Want to Thank You
Please let us know about your intent to include Juneau Animal Rescue in your legacy planning or if you’ve already named us in your will or trust, please contact us. We would love to express our deepest thanks for your kindness and generosity.
Unrestricted Bequest
You can give a specific amount, percentage, or a particular asset of your estate to Juneau Animal Rescue. Sample language:
“I give, devise, and bequeath to Juneau Animal Rescue, a 501(c)(3) charitable non-profit corporation, tax identification number 92-0057621, currently located at 7705 Glacier Highway, Juneau, Alaska 99801, (the sum of $_____________ /_______% of my residual estate / description of securities, real estate, or other property given) to be used for the general purposes of the said organization.)”
Restricted Bequest
Gifts can be directed to a particular purpose. Before creating a restricted gift, please check with us to be sure that we can use your gift as you intend. Sample language:
“I give, devise and bequeath to Juneau Animal Rescue, a 501(c)(3) charitable non-profit corporation, tax identification number 92-0057621, currently located at 7705 Glacier Highway, Juneau, Alaska 99801, (the sum of $_____________ /_______% of my residual estate / description of securities, real estate, or other property given). This gift shall be used for (describe in broad general terms the desired purpose or division or designate a specific fund, such as the Greatest Need Fund, Spay & Neuter Fund, Second Chance Fund, or Compassionate Care Fund)."
Contingent Bequest
A contingent bequest provides first for family and friends and benefits JAR only if other heirs do not survive. Contingent bequests are usually utilized in trust documents. Sample language:
“If any of the above-named beneficiaries should predecease me, then I give, devise and bequeath to Juneau Animal Rescue, a 501(c)(3) charitable non-profit corporation, tax identification number 92-0057621, currently located at 7705 Glacier Highway, Juneau, Alaska 99801, all property, real or personal, which said beneficiary or beneficiaries would have received if said beneficiary or beneficiaries would have survived me.”
We Want to Thank You
Please let us know about your intent to include Juneau Animal Rescue in your legacy planning or if you’ve already named us in your will or trust, please contact us. We would love to express our deepest thanks for your kindness and generosity.
Beneficiary Designations
You can name Juneau Animal Rescue as a beneficiary of your retirement, financial accounts, or life insurance.
Retirement Assets
Most people don’t use all their retirement assets in their lifetime. You can allocate the remainder of your IRA, 401(k), 403(b), pension, or other retirement account to JAR. With this approach, you can continue to take regular lifetime withdrawals and you maintain flexibility to change beneficiaries if your family’s needs change during your lifetime. This is simple to set up, does not require a will, and the gift won’t be subject to estate taxes. Contact your retirement plan administrator, insurance company, bank, or financial institution to learn how to manage your beneficiaries.
IRA Giving
You can use your IRA to support Juneau Animal Rescue and save on taxes. Contact your IRA administrator to learn how.
After Age 70 ½: IRA Charitable Rollover/Qualified Charitable Distribution (QCD)
When you donate appreciated securities or mutual funds you have held for more than one year to JAR, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction. You can donate them as an outright gift or by placing a transfer on death (TOD) designation on your account.
Thank you!
Thank you again for considering JAR as a recipient of your planned giving. We here at JAR are proud of the love and support we give to all the animals of Juneau, but the true heroes are the forever families and generous donors who give these animals the unconditional love they deserve.
Retirement Assets
Most people don’t use all their retirement assets in their lifetime. You can allocate the remainder of your IRA, 401(k), 403(b), pension, or other retirement account to JAR. With this approach, you can continue to take regular lifetime withdrawals and you maintain flexibility to change beneficiaries if your family’s needs change during your lifetime. This is simple to set up, does not require a will, and the gift won’t be subject to estate taxes. Contact your retirement plan administrator, insurance company, bank, or financial institution to learn how to manage your beneficiaries.
IRA Giving
You can use your IRA to support Juneau Animal Rescue and save on taxes. Contact your IRA administrator to learn how.
After Age 70 ½: IRA Charitable Rollover/Qualified Charitable Distribution (QCD)
- After you reach the age of 70 ½, you can give up to $100,000 per year from your IRA directly to charity without having to pay income tax on the money. With this approach, you can continue to take regular lifetime withdrawals, and you maintain flexibility to change beneficiaries if your family’s needs change.
- Since this gift doesn’t count as income, it can reduce your annual income, which may help lower your Medicare premiums and decrease the amount of Social Security subject to taxation. Beginning in the year you turn 72, you can also use this gift to satisfy all or part of your required minimum distribution.
- If you’re at least 59 ½ years old, you can take a distribution and then make a gift from your IRA without penalty. If you itemize your deductions in your taxes, you can take a deduction for the amount of your gift.
- You can designate JAR as the beneficiary of all or part of your IRA and it will pass to us tax-free after your lifetime. Contact your IRA administrator to learn how to manage your beneficiaries.
When you donate appreciated securities or mutual funds you have held for more than one year to JAR, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction. You can donate them as an outright gift or by placing a transfer on death (TOD) designation on your account.
Thank you!
Thank you again for considering JAR as a recipient of your planned giving. We here at JAR are proud of the love and support we give to all the animals of Juneau, but the true heroes are the forever families and generous donors who give these animals the unconditional love they deserve.