This information is not intended as legal, accounting, or other professional advice. For assistance in charitable planning, consult an attorney for legal advice or obtain the services of another qualified professional. © 2019 PETA | Tax ID: 52-1218336 Tim Enstice Vice President of Planned Giving PETA Foundation 757-962-8213 Visit our legacy website at PETA.org/Legacy Mailing Address PETA Office of Planned Giving 501 Front St. Norfolk, VA 23510 We Are Here to Help Easy Ways to Create Your Legacy Use the Right Words To leave your gift to PETA, please use the following language: I, [name], of [city, state ZIP], give, devise and bequeath to PETA, federal tax identification number 52-1218336, with the permanent address of P.O. Box 42516, Washington, DC 20015, the sum of $___ [or describe the real or personal property, or percentage of your estate] for its unrestricted use and purpose. We are grateful for your support and thank you for taking action with us to usher in a new world of freedom and respect for all animals. PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS Throughout our lives, there are moments when we pause to reflect on all that we have achieved and what we hope to accomplish. We consider how to write each chapter of our life story in a way that embodies our values in word and deed. Perhaps you’ve wished that you could do even more for PETA but were concerned about making a commitment that you might not be able to keep or using resources that you might, in the future, need for yourself. There are many ways of creating a lasting legacy that offer you the flexibility you need. Please read on to learn more. How Will You Be Remembered?
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This information is not intended as legal, accounting, or other professional advice. For assistance in charitable planning, consult an attorney for legal advice or obtain the services of another qualified professional.
© 2019 PETA | Tax ID: 52-1218336
Tim EnsticeVice President of Planned GivingPETA Foundation757-962-8213Visit our legacy website at PETA.org/Legacy Mailing AddressPETA Office of Planned Giving501 Front St.Norfolk, VA 23510
We Are Here to Help
Easy Ways to Create Your Legacy
Use the Right Words
To leave your gift to PETA, please use the following language:
I, [name], of [city, state ZIP], give, devise and bequeath to PETA, federal tax identification number 52-1218336, with the permanent address of P.O. Box 42516, Washington, DC 20015, the sum of $___ [or describe the real or personal property, or percentage of your estate] for its unrestricted use and purpose.
We are grateful for your support and thank you for taking action with us to usher in a new world of freedom and respect for all animals.
PEOPLE FORTHE ETHICALTREATMENTOF ANIMALS
Throughout our lives, there are moments when we pause to reflect on all that we have achieved and what we hope to accomplish. We consider how to write each chapter of our life story in a way that embodies our values in word and deed.
Perhaps you’ve wished that you could do even more for PETA but were concerned about making a commitment that you might not be able to keep or using resources that you might, in the future, need for yourself.
There are many ways of creating a lasting legacy that offer you the flexibility you need. Please read on to learn more.
How Will You Be Remembered?
Benefits to You• A gift in your will or trust or by
beneficiary designation requires no immediate donation. The gift transfers to PETA only after your lifetime.
• You can change your mind at any time. You are not locked into a decision that you make today.
• Your gift is welcome in any amount. No gift is too small. You can make loved ones and PETA your beneficiaries.
Your gift ensures that stopping cruelty to animals will be an inseparable part of your life story when you choose to continue your support for PETA with your future gift.
These are some of the easiest ways to make a gift to PETA:
A Gift in Your Will or Living Trust
Including a gift for PETA in your will or living trust is a time-honored way of ensuring that your support for PETA lives on.
• To leave the majority of funds to your loved ones, name PETA to receive a specific amount or percentage.
• To leave PETA what’s left after loved ones are provided for, use a residuary bequest.
• To leave your estate to family and friends if they outlive you—or to PETA if they don’t—use a contingent bequest.
A Gift by Beneficiary Designation
• Most retirement plans are subject to income and possibly estate tax when transferred to others. That’s why, from a tax perspective, the best legacy gift to charity is often from a retirement plan.
• A life insurance policy that has outlived its purpose or needs to be updated may be the perfect vehicle for leaving a gift to PETA. Just ask your insurance company for the appropriate forms to make PETA the owner or beneficiary of the policy.
Our Promises to YouWe hope you will let us know about your gift so we can thank you for your generosity and foresight.
• We will respect your privacy. We will keep your gift anonymous unless you tell us otherwise.
• We will use your gift in the way you intended.
• You can change your plans and/or beneficiaries at any time—you are not obligated by a decision that you make today.
• We will continue to meet the highest standards of financial transparency in order to remain worthy of your legacy.
• You can also name PETA a beneficiary of bank or brokerage accounts, annuities, and other financial accounts. It’s simple—request a change of beneficiary form from the company holding your assets and name PETA a full or partial beneficiary. Be sure to provide PETA’s tax ID number: 52-1218336.
“I made PETA the beneficiary of my retirement plan. I know of no better legacy than to continue helping animals even after I’m gone!”
—Vincelee StevensPETA Augustus Club member
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