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WSAHF Estate Planning

Including the Washington State Animal Health Foundation in your estate plans will make a lasting difference in the lives of animals in Washington. There are three easy ways to support the Washington State Animal Health Foundation in your estate plans.

Bequest Language

You can designate a dollar amount or percent of your estate as a gift in your will, trust and beneficiary designations. You can also designate if the support should be used for general purposes or a specific area (like outreach programs or disaster relief).

The information you will need to include is:
Washington State Animal Health Foundation, a Washington non-profit corporation and tax-exempt organization under 501(c)(3) of the Internal Revenue Code (Federal Tax ID# 23-7168505).

Example: I give $10,000 to the Washington State Animal Health Foundation, a Washington non-profit corporation and tax-exempt organization under 501(c)(3) of the Internal Revenue Code (Federal Tax ID# 23-7168505 to support general programs).

IRA Charitable Rollover

Beginning in the year you turn 72, anyone with an IRA is required to make a required minimum distribution. If you do not need this money for expenses, you can choose to donate it instead and pay no income taxes on the gift. Since the gift is not income, it can reduce your annual income level which is beneficial for some people. To accomplish this the money is transferred directly to the charity (vs coming to you and you writing a check). Talk with your financial advisor or tax accountant to see if this option works for you – the laws around IRA required minimum distributions change periodically so you will want to ensure you are taking the correct steps for your personal situation.

Beneficiary Designations

Naming Washington State Animal Health Foundation as a beneficiary is another easy way to support the foundation in your estate plans. Assets like retirement plans and life insurance policies require beneficiary designations. There is typically a form for the plan/policy to designate/update your beneficiary. These are also flexible and usually fairly easy to update.

Important: We highly encourage you to consult an attorney or tax advisor. Tax laws are subject to change and they will have the most up-to-date information allowing you to make the best decision for your personal situation.