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Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides.
You can use a beneficiary designation form to name the Atlanta Humane Society to receive proceeds from accounts after your lifetime. It’s an easy way to simplify estate planning and administration because the executor of your estate won’t have to take any action to ensure your account transfers to us.
You can make a beneficiary designation with:
- IRAs and retirement plans
- Life insurance policies
- Commercial annuities
It only takes three simple steps to make this type of gift. Here's how to name the Atlanta Humane Society as a beneficiary:
- Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form or download one from your provider's website.
- Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
- Return the completed form to your plan administrator, insurance company, bank or financial institution.
Key benefit: Beneficiary designations offer built-in peace of mind. Your current budget isn’t affected because you make the gift after your lifetime, and you can change your mind at any time.
An Example of How It Works
Robert and Carol treasure the financial help they've been able to give their children and AHS over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left AHS a $75,000 IRA to be transferred following their lifetime. Because AHS is tax-exempt, all $75,000 will help support our mission.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24 percent marginal income tax bracket.See How It Works
See How It Works
Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.View My Guide
- Contact Joy K. Hallinan, CFRE at 404-974-2877 or email@example.com for additional information on beneficiary designations and how they can help support AHS with our mission.
- Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
- If you name AHS in your plans, please use our legal name and federal tax ID.
Legal Name: Atlanta Humane Society and Society for the Prevention of Cruelty to Animals of Georgia
Address: 981 Howell Mill Road, Atlanta, GA 30318
Federal Tax ID Number: 58-0685900
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.