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Gifts Through Retirement Plan Beneficiary Designations
Naming North Shore Animal League America as the beneficiary of all or a portion of your retirement plan is a simple and smart way to help our orphaned pets.
Retirement plan assets are among the best assets to use for charitable gifts. You can create a legacy by naming North Shore Animal League America as beneficiary or contingent beneficiary of an IRA, 401(k), 403(b), Keogh account, or other qualified retirement plan. Upon your death, all, or a portion of the unused balance in your account, is transferred to the Animal League.
When a retirement account is left to a charity, the organization does not pay the income tax (or, if applicable, estate taxes) that might otherwise be due if left to an individual beneficiary.
Making a gift requires merely completing a change of beneficiary form, which may be obtained from the plan administrator. Here is the information you need to name the Animal League as your beneficiary:
North Shore Animal League America
16 Lewyt Street
Port Washington, NY 11050
Tax ID # 11-1666852
If you have questions or want further information, please call 516.812.7218 or email firstname.lastname@example.org
Nothing in the Planned Giving section of this site should be construed as legal advice. Please contact your attorney or financial adviser to help you decide what is best for your personal situation.