Leave a Legacy for Cats
Throughout your lifetime you’ve made an impact on the people, causes, and cats you care about. Making a planned gift means you can continue your support for the ones you love.
You have many options when it comes to estate planning. Your wishes and tax considerations will influence the type of gift you choose. An estate planner or tax advisor can help you develop or amend your plans to meet your goals and maximize tax benefits.
A bequest is one of the simplest planned giving options. This can be established easily in your will and may reduce estate taxes. To leave a percentage of your estate or a specific amount to CAT, include the following language in your will or living trust:
I give, devise and bequeath [(percent) of my estate] or [sum of $_____] to the Cat Adoption Team, 14175 Southwest Galbreath Drive, Sherwood, Oregon (EIN #20-0773189).
If you wish to leave the residue of your estate to CAT—the portion left over after you have provided for your heirs—you may include this sentence in your plans:
All the residue of my estate, including real and personal property, I give, devise, and bequeath to the Cat Adoption Team, 14175 Southwest Galbreath Drive, Sherwood, Oregon (EIN #20-0773189).
Yes! Naming CAT as a beneficiary of an existing life insurance policy, IRA, 401(k), and/or other pension or retirement plan is another simple planned gift option. You don’t have to consult an attorney to make these changes, and this type of gift is ideal when your policies are no longer critical to your family’s well-being.
Be sure to use our full, legal name and EIN number to ensure your gift is distributed seamlessly: Cat Adoption Team, EIN #20-0773189
Yes! Charitable trusts or gift annuities are a good choice for large or complex estates. These gift types can be designed to meet your needs and financial goals. Funded by cash or securities, a charitable trust can provide income to you as well as provide for CAT. The benefits vary depending on the option you choose, how well it is funded, and at what stage in your life you begin, but the advantages remain the same: provision of annual payments to you or another recipient and a reduction of taxes owed. CAT receives either an outright gift, which often provides substantial tax savings to the donor, or the remaining value of the trust upon expiration. When making this type of gift, we highly recommend working with a trained tax or estate planning professional.
Roger H. James Legacy Society
Loving Legacy Program
You want to leave a legacy and support the ones you love forever. That includes your pets. We encourage you to create a lifetime pet care plan now, to ensure that your cats will have ongoing care. But we understand that it’s not always possible to find a long-term caregiver for your pets.
Some planned giving donors also choose CAT’s Loving Legacy program as a backup to their lifetime care plan or when no alternative caregiver is available. Through this program, we agree to take in, care for, and find a new home for your pet cats as part of your planned gift arrangements.
Like you, we want what’s best for your cat. Some pets — especially those who are older, very shy, or medically fragile — do not adjust well to shelter life and may not be good candidates for our adoption program. We’ll work with you to determine if Loving Legacy is a good fit for you and your cats.
CAT provides this planned giving information solely for educational and general informational purposes. The information presented here does not constitute legal, tax, or investment advice. Such advice can only be obtained from a qualified tax advisor, attorney, and/or financial planner. Please consult with the appropriate professional when making your estate or financial plans.