Planned Giving

Planned giving 1

What is legacy giving?

Legacy giving is a way for you to leave a lasting legacy in your community by helping to save lives once you’re gone.

 

“I support OK Humane now and in my estate because this organization is making a huge ongoing impact for animals in Oklahoma. I know that the support I give to the organization goes to help local life-saving efforts and improves the overall quality of life in Oklahoma City. Becoming a Legacy Society Member is an honor and the right choice for me.”

– Sheryl Colton, a proud donor of OK Humane

 

 

Planned Gifts

Including the Oklahoma Humane Society in your estate plans means you can take advantage of special tax deductions and incentives that could benefit your loves ones.

Planned giving is one way to provide a sense of security and peace of mind,, and a legacy that will help make a difference for pets in Oklahoma for years to come.

Types of gifts to consider are:

  • Bequests
  • Gifts through life insurance
  • Retirement accounts
  • Charitable remainder trusts

We recommend using this planned gift calculator for more information on different types of accounts.

 

FreeWill

We’ve partnered with FreeWill to make planned giving simple and straightforward. Using this online resource, you can write a legal will at no personal cost and easily include a gift to the Oklahoma Humane Society in your plans. Click here to write your free will.

Taxwise Giving Options

Looking to maximize your impact, and your potential tax benefits? Consider creating taxwise gifts from your retirement account or appreciated stocks and securities to support animal welfare in Oklahoma.

Give from your IRA

Donors 70.5 or older are eligible to give a tax-free gift of up to $100,000 directly from their IRAs to OK Humane. These gifts can be made whether or not you itemize on your returns, and aren’t recognized as taxable income — meaning they can help you to stay in a lower tax bracket and net some great savings.

To learn more about the potential benefits, and to get started, use this free tool to communicate with your IRA custodian quickly or easily. It takes 10 minutes or less, and is accessible, easy-to-use, and free.

Transfer appreciated assets

Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds because it can have a large impact on our mission, while maximizing potential tax benefits by avoiding paying tax on capital gains.

If you would like to transfer your appreciated stocks online, you can use our online tool to walk you through the process in less than 5 minutes. Or, if you would prefer to work directly with your broker, follow the instructions on the tool to access our account information.

 

Endowment Gifts

The Oklahoma City Community Foundation hosts the
Central Oklahoma Humane Society’s Endowment Fund. This fund helps to provide residual income while securing funds for the future. By clicking on the button below, you will go directly to the Oklahoma City Community Foundation website to make your generous gift. 

 

Make An Endowment Gift

 

Contact us at fundraising@okhumane.org or (405) 286-1229 ext. 3 for more information.


Please note the information shared here should not be considered legal or financial advice. Your attorney or financial planner will be able to advise and discuss the wide variety of ways you can support the Oklahoma Humane Society through legacy giving.