Planned Giving

WILL OR LIVING TRUST

You can make a gift to Ramapo-Bergen Animal Refuge, Inc. in your Will, or Living Trust, which will provide an unlimited tax deduction for your estate. A Will can name Ramapo-Bergen Animal Refuge, Inc. as a direct beneficiary for a specific sum of money or a specific asset (such as shares of stock or real estate). 

The gift to Ramapo-Bergen Animal Refuge, Inc. can be an outright gift or Ramapo-Bergen Animal Refuge, Inc. can be named as a residuary beneficiary (Ramapo-Bergen Animal Refuge, Inc. would receive the balance of a trust after all other beneficiaries have been paid). Ramapo-Bergen Animal Refuge, Inc. may be added to an existing will simply by adding a codicil.  The following is a suggested form for bequests in your Will:

"I give and bequeath to the Ramapo-Bergen Animal Refuge, Inc., a not-for-profit corporation, with principle offices at 2 Shelter Lane, Oakland, NJ 07436, the sum of $_________ to be used for general purposes (or for a specific purpose indicated)".

 

LIFE INSURANCE

Your existing Life Insurance policy, paid or new, can also be used to make a gift to Ramapo-Bergen Animal Refuge, Inc. To receive an immediate tax deduction, the policy should be transferred to Ramapo-Bergen Animal Refuge, Inc. as the owner and beneficiary; you remain the insured. Specific information regarding tax deductions should be discussed with your tax consultant.

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