Leaving a Legacy

Planned Giving

Planned Giving provides ongoing gifts to help Mt. Pleasant Animal Shelter save lives well into the future.

Explore the primary methods of Planned Giving by clicking on the tabs below.
Wills & Living Trusts
Beneficiary Designations
IRA Charitable Rollover
Gifts of Stock
Donor Advised Funds
Making a Will or Living Trust is a meaningful way to create a lasting legacy that supports animal welfare. 

Designating Mt. Pleasant Animal Shelter as the beneficiary of a bequest is a meaningful way of creating a legacy that will continue to support our mission and help us save lives. Since tax and probate laws differ in most states, we recommend that you consult with an estate planner or attorney to create an estate plan that works best for you and your situation.

If you are planning to include Mt. Pleasant Animal Shelter in our will or trust, please provide your estate planner with our legal name and federal tax identification number which will help them formalize your gift.

Name: Mt. Pleasant Animal Shelter
Address: 194 State Route 10 West, East Hanover, New Jersey 07936.
Tax ID: 22-37189562

Please contact us at developmentmanager@njshelter.org to make us aware of your bequest.

Designating Mt. Pleasant Animal Shelter as the beneficiary of your retirement plan, IRA, life insurance policy or commercial annuity allows for flexibility in giving. Your assets will pass directly to the charity without the need for court intervention. Making Mt. Pleasant Animal Shelter your designated beneficiary couldn’t be easier. Simply follow the steps below:

Step 1:  Talk with your financial planner or legal advisor. They can help you determine which assets will not trigger taxable income when paid to a beneficiary.

Step 2:  Contact your financial institution, insurance company or retirement plan administrator to obtain a change-of-beneficiary form.

Step 3:  Decide how much you would like to give and add us to your change-of-beneficiary form.

Step 4:  Return your forms to your financial institution, insurance company or retirement plan administrator

Name: Mt. Pleasant Animal Shelter
Address: 194 State Route 10 West, East Hanover, New Jersey 07936.
Tax ID: 22-37189562

Please contact us at developmentmanager@njshelter.org to make us aware of your bequest.

People who are 70 ½ years of age and older can take advantage of a simple way to support Mt. Pleasant Animal Shelter while receiving tax benefits in return.

People who are aged 70 ½ years or older can give qualified charities up to $100,000 as a tax-free rollover gift without paying income taxes on the money in an IRA rollover. The benefits to this type of giving are:

  • You get to see your donation dollars at work, helping Mt. Pleasant Animal Shelter in its mission.
  • You pay no income tax on the gift.
  • For those who are at 72 years of age and have not yet taken their required minimum distribution, this is one way you can satisfy that requirement.

If you wish to take advantage of an IRA Charitable Rollover, we recommend the following steps:

Step 1:  Consult with your financial planner or legal advisor to determine if this option is right for you.

Step 2:  Make a direct transfer to Mt. Pleasant Animal Shelter. In order for your transfer to be tax free, your donation must go directly from your IRA account to Mt. Pleasant Animal Shelter without passing through your hands.

Name: Mt. Pleasant Animal Shelter
Address: 194 State Route 10 West, East Hanover, New Jersey 07936.
Tax ID: 22-37189562

Please contact us at developmentmanager@njshelter.org to make us aware of your bequest.

Shares of stock owned for more than one year that has gone up in value can be donated to a nonprofit. This will not only help a good cause, it will enable you to benefit from tax savings.

Step 1:  Meet with your financial planner, stock broker or legal advisor to determine if this option is right for you.

Step 2:  Contact your brokerage firm to initiate a transfer. They will provide you with instructions.

Step 3:  Contact Mt. Pleasant Animal Shelter to let us know and provide the following information:

  • Name of stock.
  • Number of shares being transferred.
  • Anticipated date of transfer.

Name: Mt. Pleasant Animal Shelter
Address: 194 State Route 10 West, East Hanover, New Jersey 07936.
Tax ID: 22-37189562

Please contact us at developmentmanager@njshelter.org to make us aware of your bequest.

A donor-advised fund is an easy, tax-smart investment account intended for charitable giving.

Transfer cash, securities, or appreciated assets to a tax-exempt sponsoring organization such as a public foundation. You can then recommend how much and how often money is granted. Your contributions to these types of accounts quality for federal income tax charitable deductions. Utilizing a Donor Advise Fund allows you to make informed, well-planned decisions for your annual giving desires.

Step 1:  Research a sponsoring organization to make sure it is in line with your values, beliefs and interests.

Step 2:  See the advice your financial planner or advisor to help you determine if this option is right for you.

Step 3:  Provide your donor advised fund sponsor organization with Mt. Pleasant Animal Shelter’s legal name and federal tax identification number.

Name: Mt. Pleasant Animal Shelter
Address: 194 State Route 10 West, East Hanover, New Jersey 07936.
Tax ID: 22-37189562

Please contact us at developmentmanager@njshelter.org to make us aware of your bequest.