A Smart Gift to Leave to the Humane Society of Central Oregon
Like retirement plan assets, commercial annuities provide for tax-deferred growth while the owner is living. Because distributions from commercial annuities are subject to income taxes, they are often considered among the best assets to leave to charity. Due to our tax-exempt status, the Humane Society of Central Oregon can receive your commercial annuity completely tax-free. The best way to give a commercial annuity in support of our work after your lifetime is to name us as beneficiary.
Making this gift is as simple as updating your beneficiary form with your bank or insurance company. You can designate us as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your policy only if your primary beneficiary doesn’t survive you.
- Contact Becky Stock at 541-382-3537 or firstname.lastname@example.org for additional information on commercial annuities.
- Seek the advice of your financial or legal advisor.
- If you include the Humane Society of Central Oregon in your plans, please use our legal name and federal tax ID.
Legal Name: Humane Society of Central Oregon
Address: 61170 SE 27th St., Bend, OR 97702
Federal Tax ID Number: 93-0616957