Planned Giving

Thoughtful planned giving supports animals in need today and the Animal Welfare Society’s mission and programs in the future.

Providing for animals through a planned gift is an incredible way to make a real difference. Individuals making plans to support AWS beyond their lifetime become treasured members of our Legacy Society. These valued members of the AWS Community know they are sustaining and preserving our collective work toward the long-term commitment of protecting and caring for pets.

Thoughtfully planning your giving allows you to consider your heirs, tax implications and the charitable impact of your memory into the future, while giving you the comfort of knowing that you can provide for both the people and the causes that you care for most deeply.

If you decide to make a planned gift, please think it through carefully and consult the necessary professionals – tax attorneys, financial advisors or accountants – to ensure that your philanthropic plans will be carried out as you wish.

Sharing your decision with AWS is your choice, and it is always kept with the utmost confidentiality.

Legacy Giving through Bequests & Wills

Once you have provided for loved ones, you may wish to consider a charitable bequest to benefit animals. Listing the Animal Welfare Society as a direct beneficiary of a set amount of money, a specific asset, or a percentage of your estate – no matter how big or how small – makes a tremendous impact. You may choose to designate a specific program or need at AWS in your bequest.

Our suggested language for a general bequest:

“I give and bequeath to the Animal Welfare Society, a not-for-profit corporation, with its principal offices presently located at Holland Road, Kennebunk, Maine, [the sum of $_______________; _____________% of my estate/home/art/vehicle/etc.] to be used for the accomplishment of its mission.”

If you plan to make a charitable bequest, your attorney can assist in updating or adding a codicil to your will.

Legacy Giving through Retirement or Insurance Beneficiary Designations

Naming AWS as a beneficiary through your retirement plan or life insurance can be an easier process than giving through a will. Contact the carrier of your plan, or reach out to your human resources office, and ask to update your beneficiary to AWS. Be sure to indicate our EIN of 23-7018176 to avoid any confusion with any other animal welfare organizations.

Appreciated Stocks and Securities

We are able to accept most stock and security transfers. Depending on your wishes and/or our current needs and the market, we add the transfer to our current portfolio or sell and use the proceeds. Please contact our development department to begin the initiation of the transfer.

Qualified Retirement Plan Distribution

A qualified retirement plan distribution, also known as a charitable IRA rollover, makes it very easy to make a gift directly from an individual retirement account (IRA). The amount of your gift is not included in your gross income for tax purposes. Thus, gifts transferred directly to a charity, such as AWS, from traditional IRA accounts are not taxed. Donors aged 70 ½ years or older can take advantage of this provision, with your gift counting towards the annual required minimum distribution. For more information, please contact your financial advisor. If we should be expecting a Charitable IRA Rollover gift, please contact our development office.

Trusts & Annuities

Investment vehicles such as charitable lead trusts and charitable gift annuities, among others, offer individuals the opportunity to provide a charity with income either now or in the future, depending on the type of trust. Contact your financial advisor to learn more about including AWS in your trust or annuity.

To discuss any of these options further, or to learn more about the role of planned gifts in meeting our mission, please contact us at (207) 985-3244 ext. 200.

AWS EIN: 23-7018176