Planned Giving

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: 23-7189562

Please contact us at joann.bartoli@njshelter.org to make us aware of your request.

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: 23-7189562

Please contact us at joann.bartoli@njshelter.org to make us aware of your request.

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: 23-7189562

Please contact us at joann.bartoli@njshelter.org to make us aware of your transfer.

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 of 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: 23-7189562

Please contact us at joann.bartoli@njshelter.org to make us aware of your request.