Making a gift through your retirement assets

A gift of your retirement assets from your IRA, 401(k), 403(b), pension, or other tax-deferred plan is an excellent way to help the animals for years to come.

If you're like many people, you probably will not use all your retirement assets during your lifetime. Why not allocate the remainder to charity giving and help save homeless pets?

These gifts can include retirement accounts, such as a 401(k), 403(b), or IRA; health savings accounts; donor advised funds; brokerage accounts; and other financial accounts, including CDs, money market, savings, and checking, that allow transfer on death (TOD) or payment on death (POD) designations.

You can make a difference through your financial accounts

One of the most flexible and inexpensive ways you can make a difference for the animals is by designating Best Friends as a beneficiary of your financial accounts.

Your pensions, retirement plans, or other financial accounts can be a practical way to help homeless pets and can even save you at tax time.

Typically, retirement plan balances are subject to both income and estate taxes. But because Best Friends is a nonprofit organization, we won't pay income tax on the distribution, nor will the gift be subject to estate tax.

Your retirement assets may be transferred to Best Friends by completing a beneficiary designation form provided by your plan custodian.

Start a Conversation

Making a beneficiary designation

Check with your legal and financial advisors to ensure your plans benefit both the people and causes you care about in the most strategic way.

You have a variety of options for giving to the animals. Through a simple beneficiary designation form, you can add Best Friends as a beneficiary of any percent or amount you choose.

Another approach is to name Best Friends as secondary or contingent beneficiary in case someone you’re providing for can’t claim their portion.

Start a Conversation

To name Best Friends on your beneficiary designation form, please use the following address:

Best Friends Animal Society
5001 Angel Canyon Road
Kanab, UT 84741
Tax identification number: 23-7147797
Relationship: 501(c)(3) not-for-profit organization

Ready to make a gift?

We have a planned giving advisor ready to help you create a gift that works best for you.

Start a Conversation

Leave a lifesaving legacy

Planning your gift today will make a difference for the animals for years to come, making you a Forever Friend.

The gifts of Forever Friends provide love and safety for homeless pets long into the future.

Becoming a Forever Friend