Planned Gifts

dog reading old book with glassesLeaving a gift to Pet Alliance in your will or trust, by beneficiary designation, or another form of planned gift can make a lasting difference to our work. Many gifts cost you nothing now, there is no minimum contribution, and you are not locked into a decision you make today.


A will to the Pet Alliance of Greater Orlando is a wonderful way to express your love for animals as part of your legacy.

How It Works

  • Include a will to Pet Alliance of Greater Orlando in your will or trust.
  • Make your will unrestricted or direct it to a specific purpose within the Pet Alliance of Greater Orlando.
  • Indicate a specific amount, or a percentage of the balance remaining in your estate or trust.

Sample Language:

 “I will _________(dollar amount or % of state) to be used for its general purposes (or you may restrict the gift to a specific program) to the Pet Alliance of Greater Orlando Inc., or its successors and/or assigns by merger or purchase, federal tax identification number 59-0637883, whose present address is 2727 Conroy Road, Orlando, FL 32839.”


  • Your assets remain in your control during your lifetime.
  • You can modify your will to address changing circumstances.
  • You can direct your will to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law there is no upper limit on the estate tax deduction for your charitable wills.

Life Insurance

Pet Alliance accepts gifts of life insurance either as the beneficiary of a policy or as the sole owner and sole beneficiary. This can be an existing or employer provided policy or a paid up policy.

You can name Pet Alliance of Greater Orlando as a primary life insurance beneficiary or as a contingent beneficiary should your other beneficiaries not survive you. After your lifetime, the benefits from your policy pass to Pet Alliance, free of federal estate tax.

Existing or Employer Provided

How It Works

  • Contact your life insurance carrier and request a beneficiary form.
  • Designate Pet Alliance of Greater Orlando as a primary or contingent beneficiary


  • Simple to give: Involves little effort or paperwork
  • Financial advantage: Continued ownership of your policy
  • Flexibility: You can change your mind and your beneficiaries at any time
  • Future tax savings: Removes the asset from your potential gross taxable estate

Paid up Policy

How it Works

  • You transfer ownership of a paid-up life insurance policy to Pet Alliance of Greater Orlando
  • Pet Alliance cashes in the policy now or maintains it and receives the death benefit later.


  • Income tax savings: You’re entitled to a current income tax deduction
  • Future tax savings: Removes the asset from your potential gross taxable estate

Retirement Plan

Retirement assets include tax-deferred retirement saving accounts, like Individual Retirement Accounts (IRA), 401(k), 403(b), annuities, Keogh, and pension plans.  Gifts from these accounts while you are still living may have withdrawal penalties and may have income tax consequences.   However, naming the Pet Alliance as the beneficiary of your retirement assets at your death avoids both income tax and estate tax obligations.

If the largest asset in your estate is your retirement plan, such as a 401(k), IRA, or Keogh, you may be surprised to learn that the IRS will impose income tax on the remaining balance in the account if you designate it to a beneficiary other than your spouse.

The income from the after-death distribution of a tax-deferred retirement plan to an heir is taxable as income and is in addition to the estate tax that may be imposed on the account. For estates fully subject to the estate tax, the result can be that up to 75 percent of the value of your retirement plan will be consumed in taxes before your child, relative or friend receives it.

How It Works

  • Name the Pet Alliance of Greater Orlando as a beneficiary of your IRA, 401(k) or other qualified plan.
  • Designate Pet Alliance to receive all or a portion of the balance of your plan through your plan administrator.
  • The balance in your plan reverts to Pet Alliance after your lifetime.
  • Your gift to Pet Alliance of Greater Orlando is not taxed for income nor for the estate because Pet Alliance is a tax-exempt organization.


  • Avoid the double taxation your retirement savings would incur if you designated your heir(s) as beneficiary(ies).
  • Continue to take regular lifetime withdrawals.
  • You can remove as a beneficiary if your family’s needs change.

Stocks, bonds, and mutual funds are the most common types of securities in a person’s portfolio.  By making a gift of securities to the Pet Alliance, you can claim the full appreciated value of the Securities as a charitable contribution deduction and avoid the capital gains tax.

For more information and other ways to set up planned giving options, please contact our Cathy Rodgers.