Make a lasting impact by including SMART of Flagler in your will, trust, or other planned gifts. These gifts often cost nothing now, can be changed later, and support our mission to protect animals in need.
A simple, meaningful way to support animals through your estate.
How It Works:
•Include SMART of Flagler in your will or trust for a specific amount or percentage.
•Choose an unrestricted gift or direct it to a program.
Sample Language:
“I bequeath [amount or %] to SMART of Flagler. EIN: 92-0280264, 52 Riddle Drive, Palm Coast, FL 32164, for its general purposes (or specify a program).”
Benefits:
•Retain control of your assets.
•Revise at any time.
•May reduce estate taxes.
Give a meaningful gift through a new or existing policy.
Options:
•Name SMART of Flagler as a primary or backup beneficiary.
•Transfer ownership of a paid-up policy.
Benefits:
•Easy to set up.
•Tax advantages.
•Flexible and revocable.
Avoid double taxation by naming SMART of Flagler as a beneficiary of your IRA, 401(k), or other plan.
How It Works:
•Name SMART of Flagler to receive all or part of your plan’s balance after your lifetime.
Benefits:
•Avoid income and estate taxes.
•Continue lifetime access to your assets.
Stocks, Bonds & Mutual Funds
Donate appreciated securities to avoid capital gains and claim a charitable deduction.
Support animals while receiving lifetime income.
How It Works:
•Donate $10,000+ in cash or securities.
•Receive fixed annual income (age 65+).
Benefits:
•Fixed income for life.
•Immediate tax deduction.
•Part of each payment may be tax-free.
