Retirement Assets or
Life Insurance
Retirement Assets and Life Insurance
Leave a Lasting Gift for Animals in Need.
You can support
Angel of Hope Animal Rescue in a meaningful way by naming the rescue as a beneficiary of your
retirement account or life insurance policy. It’s a simple way to create a lasting impact for animals who need a second chance.
Retirement Accounts
Retirement assets such as 401(k)s, 403(b)s, and IRAs may be taxed when passed to heirs. When these assets are left to a nonprofit like Angel of Hope Animal Rescue, they can pass tax-free, allowing more of your gift to go directly toward helping animals.
Benefits
- You can designate a percentage or all of the remaining assets in the account.
- You keep full control of your account during your lifetime.
- You can change beneficiaries at any time.
- Your gift helps provide medical care, shelter, and second chances for animals in need.
Life Insurance
Naming Angel of Hope Animal Rescue as a beneficiary of your life insurance policy is another simple way to make a meaningful gift.
Benefits
- Control: You maintain control of the policy during your lifetime.
- Flexibility: You may designate all or a portion of the proceeds.
- Simplicity: Life insurance proceeds pass directly to beneficiaries and do not go through probate.
- Tax advantages: Charitable gifts may reduce estate taxes.
How to Make Your Gift
To include Angel of Hope Animal Rescue as a beneficiary:
- Contact your retirement plan administrator or insurance provider.
- Request a beneficiary designation form.
- List Angel of Hope Animal Rescue as a beneficiary.
Let Us Know About Your Gift
If you have included Angel of Hope Animal Rescue in your estate plans, we would love to hear from you. Sharing this information allows us to honor your wishes and ensure your gift supports the programs you care about most.
Your Legacy of Hope
Planned gifts help ensure that Angel of Hope Animal Rescue can continue providing lifesaving care for animals for generations to come.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Luebeck Geisler Hamm Wealth Management, Inc. and JWC/ JWCA are unaffiliated entities.
The information contained in this material does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of Luebeck Geisler Hamm Wealth Management, Inc., JWC or JWCA. This information is not intended as a solicitation or an offer to buy or sell any security or investment product. Investments and strategies mentioned may not be suitable for all investors. Luebeck Geisler Hamm Wealth Management, Inc. and JWC/JWCA do not provide tax or legal advice. Always discuss any tax or legal matters with an appropriate professional.
Connor Thielfoldt, MS, CFP®, APMA™, ABFP™
Financial Planner
507-525-7324
7400 Metro Blvd. Ste. 475
Edina MN, 55439
Thoughtful charitable planning can make a meaningful impact. If you would like more information, donors are encouraged to consult with their financial or tax professional to determine appropriate charitable giving strategies. If you do not currently work with a financial professional, you may reach out to Connor for general information on charitable planning concepts.
