Create Your legacy
YOUR GIFT MATTERS - You Can Make a Big Impact With a Future
Thank you for considering A Kitty’s Purrsuit of Happiness in your estate planning. Your contributions will make us sustainable into the future so we can continue helping homeless cats and kittens. Gift Generosity comes in many forms, and it’s often the best way for you to support important causes that matter the most in your life. When you give to A Kitty’s Purrsuit of Happiness, you help us make a difference. We understand how satisfying it is to be part of a greater good.
Giving is not one-size-fits all at A Kitty’s Purrsuit of Happiness (KPOH.org). There are a number of affordable and convenient ways for you to make an impact. The most important thing to know is that we will work with you to find a charitable plan that lets you provide for your family and support KPOH.org.
We encourage you to join with other members of our community to make a difference. Start here by learning the different gift options available to you. It’s easy to get started today.
Not Sure How to Begin Planning? Download a FREE Personal Estate Planning Kit
which will walk you through essential lessons on creating an effective estate plan. Each lesson includes a multiple–choice quiz to test your knowledge of the information covered.
After completing the lesson book, you’ll be ready to take inventory of your assets. Download the record book (PDF) to begin.
Note: To record your information digitally on the form, you must have Adobe Reader. Download it for FREE here. If you’re using Firefox (browser), you must save the PDF prior to making edits.
ESTATE BEQUEST
An Estate bequest can be in the form of a specified cash amount or as a percentage of your estate.
To make an estate bequest, you will need to fill out an Estate Bequest Designation and submit to KPOH.org along with a copy of your estate plan showing A Kitty’s Purrsuit of Happiness as a recipient of an estate bequest. We recommend that you consult with your estate planner in regard to including A Kitty’s Purrsuit of Happiness in your estate plan.
BENEFICIARY DESIGNATIONS
Beneficiary Designations Are Easy and Flexible, Make a Gift in 3 Easy Steps!
Not everyone wants to commit to making a gift in their will or estate. Some prefer the increased flexibility that a beneficiary designation provides by using:
It only takes three, simple steps to make this type of gift. Here’s how to name A Kitty’s Purrsuit as a beneficiary:
- Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
- Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
- Return the completed form to your plan administrator, insurance company, bank or financial institution.
If you are 70-1/2 or older you may use the IRA charitable rollover to make a tax-free gift to A Kitty’s Purrsuit of Happiness. According to the law, you may transfer up to $100,000 directly to a qualified charitable organization without paying income tax on the distribution. If you have not taken your required minimum distribution (RMD) for the year, an IRA charitable gift rollover may also satisfy all or part of that requirement.
You may specify a particular usage of your bequest to A Kitty’s Purrsuit of Happiness or allow A Kitty’s Purrsuit of Happiness to best utilize the funds upon receipt. Such will put to use immediately by A Kitty’s Purrsuit of Happiness to make a difference in the lives of rescued special needs cats!
Retirement plan assetsare a great way to support the work at A Kitty’s Purrsuit of Happiness because they not only help support the mission, but they also can provide tax relief for your loved ones. Money in an employee retirement plan, IRA or tax-sheltered annuity has yet to be taxed. When a distribution is made from your retirement plan account to a beneficiary, that person will owe federal income tax.
Consider leaving your loved ones less heavily taxed assets and leaving your retirement plan assets to A Kitty’s Purrsuit of Happiness to support our work. As a nonprofit organization, we are tax-exempt and will receive the full amount of what you designate to us from your plan. You can take advantage of this gift opportunity in the following ways: