Planned & Strategic Giving

Our team is here to help! Whether you’re considering a stock donation, planning your legacy, or want more information about our programs, we’re happy to guide you through the process. Tax laws can and do change, so always best to consult with your financial advisor – we would love to work with them to make giving as easy and impactful as possible! Email our Head of Development, Sandy De Lisle at sandy@orphansofthestorm.org.

Qualified Charitable Contribution IRA

If you are 70½ or older, you can make a gift up to $105,000 directly from your IRA to Orphans of the Storm. This IRA charitable rollover (also known as a **Qualified Charitable Distribution, or QCD**) allows you to satisfy all or part of your required minimum distribution (RMD) while supporting our shelter.

Benefits of IRA Charitable Rollover Gifts:

  • Avoid paying income tax on the amount transferred.
  • Satisfy your required minimum distribution (RMD) for the year.
  • Directly impact animals in need.

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Make a Gift of Stock

Donating appreciated stock is an excellent way to make a tax-efficient gift. By donating stock directly to Orphans of the Storm, you avoid capital gains taxes and receive a charitable deduction for the full market value of the stock.

Benefits of Stock Donations:

  • Avoid capital gains taxes on the stock’s appreciation.
  • Receive a charitable deduction for the current market value of the stock.
  • Support our mission in a tax-efficient manner. Contact our team for transfer instructions, or share your broker’s information so we can coordinate the stock donation. Email our Head of Development, Sandy De Lisle at sandy@orphansofthestorm.org to assist.

Donor Advised Funds

A Donor-Advised Fund (DAF) is a simple, flexible, and tax-efficient way to manage charitable donations. If you have a DAF, you can recommend a grant to Orphans of the Storm and provide critical resources for animals in need. How to Donate via DAF: Contact your DAF administrator and recommend a grant to Orphans. You can easily give through providers such as Fidelity Charitable, Schwab Charitable, or Vanguard Charitable. They will need our FEIN 36-6002114

PerPetual Partners Planning Giving

Leave a legacy of compassion with a planned gift. Including Orphans in your will, trust, or other estate plans ensures that your commitment to animal welfare continues for years to come.

Ways to Make a Planned Gift:

  • Bequests: Name Orphans of the Storm as a beneficiary in your will.
  • Retirement Accounts: Designate Orphans of the Storm as a beneficiary of your IRA, 401(k), or other retirement plans.
  • Life Insurance Policies: Name Orphans of the Storm as a beneficiary of your life insurance policy.
  • Charitable Trusts: Set up a charitable trust that benefits both you and our shelter.
Gifts from supporters’ estates allow us to continue to provide the high level of care and placement into homes these deserving orphaned cats, kittens, dogs and puppies. Orphans is a tax-exempt organization, qualified under 501(c)(3) of the Internal Revenue Code. This permits your gifts to be tax-deductible to you for income tax purposes if made while you are living and deductible to your estate if made from your will or trust after your death. Email our Head of Development, Sandy De Lisle, at Sandy@orphansofthestorm.org for information about how to become a PerPetual Partner of Orphans of the Storm.

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