Planning Your Legacy.
Planned giving is a meaningful way to support KVHS in a way that works best for you and your financial picture, now and in the future. Make a gift through an investment vehicle or plan a legacy for the future.
Giving through Bequests & Wills
Leaving a charitable bequest is one of the most common ways to support your favorite non-profits in your estate plans. Bequests can include a set amount of money, a specific asset or a percentage of your estate. Listing Kennebec Valley Humane Society as a direct beneficiary of your estate – no matter how big or how small – will make a tremendous impact in the future.
If you already have a will and would like to add a charitable bequest for KVHS, contact an attorney or estate planner. These professionals can assist in updating, revising or adding a codicil to your will. Our suggested language for a general bequest:
“I give and bequeath to the Kennebec Valley Humane Society, a not-for-profit corporation, with its principal offices presently located at Leighton, Augusta, Maine, [the sum of $______________; _____________% of my estate/home/art/vehicle/etc.] to be used for the accomplishment of its mission.”
Legacy Giving through Retirement or Insurance Beneficiary Designations
Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these non-probate assets require beneficiaries, which can be individuals or nonprofits. Naming KVHS as a beneficiary of one of these assets is another common estate planning option.
Alternatively, contact the carrier of your insurance plan, or reach out to your human resources office to ask to update your beneficiary to KVHS. Be sure to indicate Animal Welfare Society’s EIN ### to avoid potential confusion with other animal welfare organizations.
Giving through Investment Vehicles
Trusts & Annuities
With investment vehicles such as charitable lead trusts and charitable gift annuities, individuals can provide a charity with income. These vehicles provide the income either now or in the future, depending on the type of trust. Contact your financial advisor to learn more about including KVHS in your trust or annuity.
Donor Advised Funds
A donor-advised fund (DAF) is a private fund designated to charity. A third-party organization (such as the Maine Community Foundation or the charitable division of financial services institution) generally administers the account,. An individual, couple or family can contribute cash or non-cash assets to their DAF and receive immediate tax benefits. Contact your financial advisor or third-party organization as listed above to learn more.
Stock Donations
We gladly 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.
IRA Distributions
Though a qualified retirement plan distribution, also known as a charitable IRA rollover, 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 KVHS, from traditional IRA accounts are not taxed. Donors required to take minimum distribution (RMD) for their retirement accounts can direct the distribution directly to charity. For more information, please contact your financial advisor. If we should be expecting a Charitable IRA Rollover gift, please contact our development office.
Let us know about your estate plans
History and Mission of KVHS
We Believe in Second Chances.
At the Kennebec Valley Humane Society, we believe in creating a kinder community by nurturing the animal human bond. Our mission is to enrich lives by placing animals for adoption in loving homes where they can thrive on kindness and care. We support the potential in every animal by providing them with healing, hope and second chances
Hillary Roberts, Executive Director
Donations
Allocating your donations in its entirety to the operation
Humane Education
Improving animal welfare has tractable solutions.
Advocacy on behalf of animals
Work with local and state legislators to enact meaningful protections.
