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A Trusted and Caring Village

Susan TuohyWhen facing a terminal illness or incapacity of a dear friend or family member who has a beloved furry, four-legged pet, it’s important that someone “goes to bat” for the pet. Susan Tuohy stepped up to help when her dear friend was hospitalized with a terminal illness. More »

 

A Deep Commitment to Animal Welfare

Heather and Renee As life stories often go, Renee Pittin's journey has been full of travels, twists, and turns, but her dedication to animals has never wavered. More »

 

Tom Sisters’ Lasting Gift

TobySisters Beatrice and Peggy Tom shared a lifelong love of animals, as well as a love for the city ofSan Francisco. These passions were reflected in their careers, hobbies and the way they continually opened their home to animals in need. More »

 

Love for Feline Duos Leads to Generous Gift

JudithThe first Christmas after their marriage, Michael asked Lucile what she wanted for a present. Lucile answered right away with "a kitty!" Thus John Gault joined the Rosens, and shortly thereafter a companion for John arrived-Lucas Beauchamp. More »

 

Baxter, the Canine Calling Card

LucasEvery day is "Take Your Dog to Work" day with Tom Lucas! As a Clinical Social Worker, Tom visits older people in their homes and often takes his canine companion with him. Rosie was his first companion dog to assist him with establishing a trusting relationship with clients. More »

 

Raike Gains New Lease on Life, Gives Back in Return

RaikeDuring the mid-1980s Jennifer Raike suffered from some health issues and chronic back pain. To get her mind off these issues, she decided to start volunteering with the San Francisco SPCA, which turned out to be a wonderful solution. More »

 

After Finding Hope Amidst Grief, Addie Finseth Gives Back

BellaAddie Finseth's mother was big-hearted and lived by the tenet "to give and to serve." A pediatrician, Dr. Patricia E. Dunklee, set up the first-ever hospital for the poor in Mexico. More »

 

Legacy Society Member Opens Her Heart

BaxterMichaele McElmell has loved cats since she was a little girl, dressing up her kitty, Elizabeth, in doll clothes and parading her about in a doll buggy. More »

 

Community Cats Inspire Legacy Gift

TrudeTrude Winter loved cats—so extraordinarily so that she named the San Francisco SPCA as the sole beneficiary of her estate. Although Trude passed away two years ago, her enduring commitment to animals continues through her generous bequest that safeguards the lives of homeless animals in our community. More »

 

Peace of Mind From the Sido Program Inspires Generous Bequest

RoxieFrederick M. Beall was a longtime supporter of the San Francisco SPCA. He adopted Roxie, the love of his life, from San Francisco Animal Care and Control in 2003. More »

 

A Helping Hand, a Sense of Humor, a Big Heart

CocoWe are very grateful to William G. Reith, whose generous bequest of more than $600,000 has enabled the SF SPCA to fulfill his wishes to save homeless animals. More »

 

Legacy Gifts for the Love of Cats

MilkianWhile Ann and George Millikan consider themselves blessed to have adopted two special felines from the San Francisco SPCA, they are also leaving a legacy to care for animals that are waiting to find a happy home. More »

 

Kitten Adoption Leads to Legacy Society Membership

Gourley"The best cat in the world came from the San Francisco SPCA," Helen Gourley declares. In 1975, when Helen noticed that her then-10-year-old daughter was showing signs of being afraid of animals, Helen came to the SF SPCA to find a kitten to join the family. More »

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Jessica SananesJessica Sananes
Planned Giving Officer
(415) 554-3027
 JSananes@sfspca.org

Adoptions

Over 5,000 cats and dogs adopted annually
 
 

Humane Education

Nearly 7,300 kids participated in youth camps and free classroom visits annually

Community Cats

1,200 feral cats spayed/neutered. 2,300 free vaccines given last year

A charitable bequest is one or two sentences in your will or living trust that leave to the San Francisco SPCA a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the San Francisco SPCA, a nonprofit corporation currently located at 201 Alabama Street, San Francisco, CA 94103, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the SF SPCA or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the SF SPCA as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the SF SPCA as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the SF SPCA where you agree to make a gift to the SF SPCA and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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