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Some of the largest charitable gifts Animal Humane receives come in the form of distributions from estates. Each of these gifts allows us to fulfill our mission to improve the lives of New Mexico’s companion animals through sheltering, adoption, community education, providing quality veterinary services to families in need and programs that reduce pet homelessness.

There are many ways you may structure your gift to Animal Humane. Your bequest may be:

• A stated dollar amount, or a percentage of the value of your estate
• A gift of securities (stocks, bonds, or mutual funds)
• A gift of property, such as real estate, collections, art, or jewelry
• A share of the residual or the amount that remains after providing for your heirs and paying all debts and costs
• The remainder or share of the remainder of a living trust or charitable remainder trust
• You may also make gifts outside your Will

Our legal name and physical address (to our main campus)

Animal Humane Association of New Mexico, Inc.
615 Virginia Street SE
Albuquerque, New Mexico 87108-4297
505.255.5523
501(c)(3) No.  85-0207652

The term “planned giving” refers to a charitable gift that requires some planning before it is made. When a donor decides to leave assets to Animal Humane in his or her Will, they are making a bequest. The donor’s estate will receive a charitable estate tax deduction at his or her death, when the gift is made to Animal Humane.

Types of Planned Gifts:

Revocable Living Trust: As the name implies, these trusts are created during the lifetime of the donor and may be changed or revoked at any time by the person who created the trust. Upon death, ownership of property transferred to the trust is determined immediately as set forth in the trust document. Trust property may forego the probate process—opposed to property distributed through a will—ensuring that your charitable wishes are carried out in a timely and cost-effective manner. A gift of this nature may also lower estate taxes owed at the time of your passing.

Charitable Remainder Trust: This trust makes payments, either a fixed amount (annuity trust) or a percentage of trust principal (unitrust), to Animal Humane to receive income. The donor may claim a charitable income tax deduction and may not have to pay any capital gains tax if the gift is of appreciated property. At the end of the trust term, Animal Humane receives the remaining funds in the trust. Charitable remainder unitrusts provide some flexibility in the distribution of income, and thus can be helpful with retirement planning. Provisions may be included in your trust that allows income to be redirected back to you as needed at a future date.

Charitable Lead Trust: This trust makes payments, either a fixed amount (annuity trust) or a percentage of trust principal (unitrust), to Animal Humane during its term. At the end of the trust term, the remaining assets can revert back to the donor (a grantor lead trust) or to heirs named by the donor (a non-grantor lead trust.) The donor may claim a charitable income tax deduction for funding a grantor lead trust or a charitable gift tax deduction for funding a non-grantor lead trust. Since lead trusts are typically used to pass assets to heirs, non-grantor lead trusts are far more common than grantor lead trusts. In this case, assets forego estate taxes at your passing, given that they have been removed from your taxable and probate estate.

Retained Life Estate:  A donor may make a gift of his or her personal residence, farm or vacation property to Animal Humane and retain the right to live there for the remainder of his or her life. The donor receives an immediate income tax deduction for the gift. At the donor’s death, Animal Humane may use the property or sell the property in a manner that best serves the organization.

Real Estate: Appreciated real estate may allow a donor to avoid sizeable capital gains taxes. Depending on the appreciation, the tax savings may exceed the original cost of the property. Conversely, if real estate values have decreased over time, donors will benefit more by: 1. selling their depreciated property; 2. taking a capital loss; and, 3. receiving a charitable deduction for their cash gift.

You do not have to make or change a Will to benefit Animal Humane at the time of your death. Virtually any financial arrangement that allows you to designate a death beneficiary may be adapted as a wonderful “bequest” to benefit pets in our care.

• Life Insurance: You may name Animal Humane as the beneficiary, co-beneficiary, or a contingent beneficiary, of your life insurance policies.
• Financial Accounts: Most financial accounts may be made payable upon death to a named beneficiary, including a nonprofit organization such as Animal Humane.
• Retirement Savings: IRAs, pensions, 401K plans, and other retirement savings arrangements provide for death beneficiaries—which may be a nonprofit organization.
• Revocable Living Trusts: Property placed in such a trust may be transferred to Animal Humane quickly given that these processions are not subject to the probate process.

Animal Humane offers two tailored bequest options for pet owners wishing to secure the future of their companion cats and dogs. These unique programs allow us to re-home your beloved pets or care for them for the remainder of their lives. Animal Humane requests minimum estate contributions of $15,000 per pet for the following care plans.

Foster2Home (F2H)
Foster2Home (F2H) is an innovative program that places dogs and cats in tranquil home settings where highly trained volunteer foster parents provide TLC while making your pet’s placement in a new loving home their top priority. Unlike our short-term Foster Care program where foster pets return to our Virginia Street campus to be adopted, F2H pets are re-homed directly from their foster homes with their foster parents acting as their adoption agents.

When it is time for your pet(s) to transition to our care, we request that your personal representative, executor, family or friends contact our offices to schedule a private admission appointment. During this time our Adoption Advisors will collect pertinent details on your pet’s behavior, health, favorite past times, etc. Toys, beds, leashes and collars are welcome, as they will ease your pet’s transition into a new, loving home. Following admissions, your pet(s) will receive a medical evaluation by our Chief Veterinary Officer. Any and all required treatments will be performed at our campus Donor-subsidized Veterinary Clinic.

Fospice
In the case where your pet is deemed to be in the final stages of their life—but does not display signs of suffering to the point where humane euthanasia should be considered, they will be placed in Animal Humane’s Fospice program. In this instance, your companion pet would live with a highly trained staff member or volunteer who is committed to caring for your pet for the remainder of their life. Any necessary medical attention would be expertly delivered by our devoted Clinic Team. When the quality of your pet’s life declines to the point where euthanasia will relieve their suffering, our Clinic Team will compassionately perform this act with your pet’s fospice caretaker by their side. Afterwards, your pet will be cremated and their remains scattered in our campus Memorial Bequest Garden.

“I am proud to include Animal Humane in my estate plans.”

Jeannie Valdez’s love for dogs started at an early age and continued as an adult. Her relationship with Animal Humane began over 30 years ago when she started bringing stray dogs to our shelter. Always a guardian angel for companion pets, she took the time to catch every stray dog that crossed her path.

Jeannie’s decision to name Animal Humane New Mexico in her will was made in 1993. She chose our organization because “pets give so much and deserve everything in return.” She would rather direct her life’s earnings to us than “anything else in the world.” During a visit, Jeannie shared that “one of the best feelings I have had in my life is making Animal Humane a big part of my Will. I am proud to include Animal Humane in my estate plans.”

Jeannie Valdez

“We have always been animal lovers…”

We have always been animal lovers and can’t imagine life without a pet or pets.  Recent stories of people having to give up their pets due to the bad economy really hit home with my wife and me and started us thinking about what we could do to help.  We decided that leaving a significant part of our estate to a nonprofit working with pets would be one way.  We did some on line research and decided that Animal Humane New Mexico was worth a closer look.  While mildly nervous to visit knowing that we would meet many homeless pets, we called and asked for a tour.  To our delight, we were overwhelmed with what we saw.  The people were caring, the facility impressive, and the animals cared for very well indeed. We are proud that we have decided to remember Animal Humane in our will and will be looking for other opportunities to help them in the future.

Anonymous Donors & Proud Parents of Klaus the Cat pictured above

Animal Humane welcomes the opportunity to discuss the lasting impact of your legacy gift. Private tours of our four-acre campus may be taken at your convenience—although we recommend scheduling an appointment Monday through Thursday so that you may visit our Donor-subsidized Veterinary Clinic.

Additionally, each summer, we host a private luncheon for all who have named Animal Humane in their estate plans and anyone who is interested in learning more about our organization. The luncheon allows you to meet our leadership and Board of Directors, dine with our Team, receive in-depth details about our existing programs and plans for the future, meet the pets in our care and tour every part of our campus. All transportation needs (to and from luncheon and within our campus) and dietary requests are welcome—as your attendance and comfort during your visit are our top concern.

To schedule a private tour or request an invitation to our summer Planned Giving Luncheon, please contact Donna M. Stumpf, Senior Director of Development & Marketing at 505.938.7888 or donnas@ animalhumanenm.org.

You may request any of the following brochures, at no obligation and no cost. Please contact Donna M. Stumpf, Senior Director of Development & Marketing at 505.938.7888 or donnas@ animalhumanenm.org at your convenience.

• How to Make a Will That Works
• Giving Through Your Will
• Giving Through Charitable Remainder Trusts
• Giving Through Charitable Lead Trusts
• Giving Through Retirement Plans
• Giving Securities 
• Giving Real Estate
• Giving Through Living Trusts

Your financial situation is unique. We strongly recommend that you consult your tax attorney, accountant, or financial advisor to help you include Animal Humane in your estate planning. Should you or your financial advisor seeks additional details, please have them contact Donna M. Stumpf, Senior Director of Development & Marketing at 505.938.7888 or donnas@ animalhumanenm.org at their convenience.