Your Final Legacy
 
Gift Planning and Financial Ideas for Friends and Supporters of Living Free
    Do you have a will or trust and is it current? Best intentions are not enough.
     
  • Make sure your spouse, family and beloved companion animals are well taken care of.
  • Ensure that your financial and philanthropic goals are met.
  • Maximize the effect of your charitable giving.
  • Help rescue and protect companion animals facing imminent shelter euthanasia.
Your will or trust has critical importance.
Even if you already have a will or trust to provide for your loved ones, it may be outdated. If your will or trust is not up to date, or if you do not have one at all, the government can make the decisions regarding your remaining estate after you pass on.
 
How will your savings and possessions be divided among your family and loved ones?
With the cost of living increasing every year, marriages, deaths and births in your family, and more people than ever needing medical care, it is extremely important that you decide what happens to your estate after you pass on.
 
Creating a will or trust or updating your existing one will make sure your wishes are carried out. If you have retired, purchased, sold or inherited property, or moved to a new state, the value of your estate may have changed substantially. If you have a new companion animal, your existing will or trust may require revisions and updates to confirm your current wishes.
 
When you create or update your will or trust...
A will or trust is a legal document. It is, first and foremost, about you and the people you care about. Your will or trust is about your family members, friends and loved ones, and the charitable organizations you support like Living Free.
 
When you create or update your will or trust, you can make sure those who need your help will receive it. You can do this by:
 
Considering your beneficiaries' specific needs
Perhaps you have grandchildren that you would like to help with college expenses, or children that you want to help with a down payment for a house or medical expenses. Be specific and mention your beneficiaries and bequests by name.
 
Including special items
If you have a collection of art objects, jewelry or other valuable and prized possessions that you would like to leave to someone, make sure you include them in your will or trust so they will not be sold or included in a blanket bequest of your remaining estate.
 
Your companion animals
Make sure you have made provisions to ensure permanent care of your companion animals. This includes naming guardians for your loved ones and the finances to care for them.
 
Remember Living Free
As you have generously remembered us in your lifetime, you can also remember us in your final legacy and include a charitable gift to Living Free.
 
How can you support Living Free?
Your past support has been critical to our success in saving Cats and Dogs facing imminent shelter euthanasia and placing them in qualified homes. You can continue your lifesaving support through:
 
Cash Gifts
Your cash gift (made payable to Living Free) will help us expand our vital mission of shelter rescue.
 
Stocks or Securities
When you transfer stock or other securities to Living Free, the gift is tax deductible at fair market value. If you have the security for more than a year before donating it to us, you will not be liable for capital gains tax on any appreciation.
 
Bequests
Creating or updating your will or trust offers a great opportunity to include a bequest to Living Free and is a simple way to help save Cats, Kittens, Dogs and Puppies facing shelter euthanasia in the future — just as your kind gifts have helped save companion animalsÕ lives in the past. Your bequest can be a specific sum, a percentage of your estate, or items such as real estate, securities and personal property such as art or jewelry.
 
Suggested wording for an unrestricted bequest in your will or trust:
I give to Living Free the sum of $_____(or provide a description of property or stock that is to be donated) to be used as its Board of Directors may determine.
You will realize significant tax savings through your charitable bequests and giving. Please contact James Ybarrondo, Esq. at 951-925-6666 for more information. Please note that the information in this publication is not intended as legal advice. For legal advice, please consult your attorney.
 
Mission Statement
Living Free is a no-kill, non-profit animal sanctuary that saves and finds qualified homes for orphaned Cats and Dogs facing imminent shelter euthanasia.
 
To request more information by mail:
email us to download a pdf request for information, fill out the inside panel and mail to:
Living Free Animal Sanctuary
Post Office Box 5
Mountain Center, CA 92561
 
To request more information by phone, please call us at (951) 659-4687
You may also contact us via email: email us
 
This information is strictly confidential. Living Free is a non-profit animal sanctuary that depends upon your charitable donations. IRS# 95-3628770
living-free.org © 2013