Planned Giving
Including CAS in Your Estate Plans
Whether you are beginning your estate planning or updating an existing will, a planned gift to Catskill Animal Sanctuary is a meaningful way to align your financial planning with your values.
Legal Name: Catskill Animal Sanctuary Inc.
Address: 316 Old Stage Road, Saugerties, NY 12477
Federal Tax I.D. Number: 14-1827972
For more information about the opportunities listed here, please call (845) 336-8447 or email info@casanctuary.org.
If you have already included CAS in your estate plans, please let us know using the button below so we can thank you!
Bequests
A charitable bequest is one of the simplest and most popular forms of legacy giving. You can include Catskill Animal Sanctuary in your will or revocable living trust by designating:
- A specific dollar amount
- A percentage of your estate
- The remainder of your estate (residuary bequest)
Bequests may qualify your estate for a charitable estate tax deduction while making a lasting impact on rescued animals.
If you have already included Catskill Animal Sanctuary in your will, we thank you. Please let us know using the “Report Your Gift” button above.
Sample Bequest Language:
I hereby give, devise, and bequeath to Catskill Animal Sanctuary, a not-for-profit animal rescue corporation located at 316 Old Stage Road, Saugerties, NY 12477, Federal Tax ID 14-1827972, [_____ dollars ($)] or [ percent (_____ %) of my (residuary) estate] for its general support.
Trusts
Charitable trusts can provide income, tax advantages, and long-term support for nonprofit organizations like Catskill Animal Sanctuary.
If you have already included Catskill Animal Sanctuary in your living trust, we thank you. Please let us know using the “Report Your Gift” button above.
Charitable Remainder Trusts
A charitable remainder trust provides income to you or your beneficiaries for life or a specified term. After that period, the remaining assets benefit CAS. This option may provide income tax deductions and reduce capital gains taxes.
Charitable Lead Trusts
A charitable lead trust provides income to CAS for a set period of time, with the remaining assets passing to your heirs. This strategy may help reduce estate and gift taxes.
Retirement Plans
Naming Catskill Animal Sanctuary as a beneficiary of your IRA, 401(k), or other qualified retirement plan is often one of the most tax-efficient ways to give. Because retirement assets can be heavily taxed when left to individuals, designating a nonprofit animal sanctuary may maximize your charitable impact.
Contact your retirement plan administrator to request a beneficiary designation form.
Life Insurance Policies
You may choose to support CAS by:
- Naming Catskill Animal Sanctuary as a beneficiary of your life insurance policy
- Transferring ownership of a paid-up policy
Life insurance gifts can provide significant future support while potentially offering current tax benefits.
Donor Advised Funds
You can extend your impact beyond your lifetime by naming Catskill Animal Sanctuary as a successor beneficiary of your Donor Advised Fund. You may also recommend grants during your lifetime to support rescued animals and sanctuary operations. Contact your DAF sponsor to request a beneficiary designation form and set up your gift today!
If Catskill Animal Sanctuary is already a charitable beneficiary of your DAF, we thank you.
Property
Gifts of real property (such as land or homes) and personal property (such as artwork, vehicles, or equipment) can be made during your lifetime or through your estate plan. These gifts may offer significant tax advantages while creating lasting impact.
We encourage you to contact us to discuss potential property gifts in advance.
If you have already gifted property to Catskill Animal Sanctuary, we thank you. If you are leaving property to Catskill Animal Sanctuary in your estate plans, please let us know using the “Report Your Gift” button above.
Stocks & Bonds
Donating appreciated stocks or bonds may allow you to:
- Avoid capital gains taxes
- Receive a charitable income tax deduction
- Support a nonprofit animal rescue organization in a tax-efficient way
Please contact us for transfer instructions.
Designate Your Gift
Unrestricted planned gifts allow Catskill Animal Sanctuary to respond to urgent needs and provide lifelong sanctuary care where it is needed most. You may also designate your legacy gift to support a specific program or establish an endowment.
To ensure your intentions are properly documented, please contact us.
Have you already designated a gift for CAS?
Report Your Gift
Meet Your New Best Friend
Animal sponsors receive regular updates and exclusive photos, private visits, & more! Sponsorship is the best way to support CAS and establish a life long relationship with a rescued animal.
Meet the Animals
