Pet Project Foundation
Planned Giving
Beneficiary Designation Gifts
Will or Living Trust
Gifts by will or living trusts for the benefit of Pet Project Foundation may be for a set dollar amount, a percentage of the total estate, or the residual amount (funds leftover after all expenses have been paid).
Stock, Securities, Donor-Advised Funds & Other Asset-Based Gifts
Pet Project Foundation uses a secure third-party giving platform to accept and process non-cash gifts such as stocks, bonds, and DAF grants. This streamlined process helps you maximize your tax benefits, avoid capital-gains tax on appreciated assets, and deliver more impactful support for shelter operations and programs. Please contact us if you’d like a giving link or additional information, or consult your financial advisor for guidance.
Securities or Appreciated Assets
A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains taxes that would otherwise be due if you sold these assets.
Retirement Plans
Retirement plan assets (IRAs, 401(k), 403(b), etc.) offer another easy method for planned giving. The funds can be transferred at death to the Foundation by naming Pet Project Foundation as either the primary or contingent beneficiary of the account. As these funds are not distributed until your passing, they are not subject to estate tax or income tax.
Life Insurance Plan
With respect to life insurance, your needs change over time. The ownership and beneficiary designation of funded life insurance policies can be transferred to Pet Project Foundation. A gift of a current policy may also enable the donor to turn a monthly premium into a tax-free charitable gift.
Learn More About Planned Giving
Planning a gift for the future can feel complex—but it doesn’t have to be. We’ve created a short, educational webinar that walks through common planned giving options, tax-smart strategies, and how your legacy can make a lasting impact for animals in need.
Necessary request information:
Pet Project Foundation
P.O. Box 5678
San Clemente, CA 92674-5678
Phone: (949) 595-8899
Tax ID Number: 33-0030634
Tax Status: Not-for-profit 501(c)(3) corporation
PPF conveys its deepest gratitude to donors that honor the homeless companion animals in our care with a planned gift.
Note: Pet Project Foundation encourages you to contact your legal or financial professional to help guide you in any tax questions you may have.
For additional questions you may have regarding a bequest to PPF, please email treasurer@petprojectfoundation.org. All inquiries will be kept strictly confidential, and imply no obligation to make a gift.
Nothing in the Planned Giving & Bequests 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.