Plan a gift to support the mission of SPCA Tampa Bay, a For-All shelter creating a community where every animal matters. Giving through your estate will enable SPCA Tampa Bay to continue programs that help animals and the people who love them for generations to come. Here’s a look at the types of gifts you can give.
The most typical ways to make a gift to SPCA Tampa Bay are to write a check, make a gift using a credit card, or donate online. By making a cash gift directly to SPCA and you will receive an income tax charitable deduction and make an immediate impact on our mission.
By making a gift of publicly-traded securities to SPCA Tampa Bay , you can potentially save income and capital gains tax. You can transfer shares of one or more publicly-traded securities, such as stock, bonds, and mutual funds, to the SPCA. The two most common ways to give publicly-traded securities are to make an outright gift of your securities or to make a gift of your securities and receive payments for life through a Charitable Gift Annuity.
Brokerage Firm: Wells Fargo Bank, NA
Contact: SEI Private Trust Company, 610-676-7896, gwsusfreemovements@seic.com
DTCC Participant #: 2663
Name on Account: SPCA Tampa Bay
Federal Tax ID: #59-0715928
Account number information: For Further Credit to Sabal Trust FBO #0291007797
Wells Fargo does not automatically notify us when transfers are made. We want to be sure to acknowledge your support in an accurate and timely way. Once the transfer is made, please notify your Philanthropy Team Member at at 727-581-3249 or send us an email.
A donor-advised fund (DAF) is a centralized charitable account. It allows charitably-inclined individuals, families and businesses to make tax-deductible charitable donations of cash, publicly-traded stock and in some case, certain illiquid assets, to a public charity that sponsors a DAF program.
If you’d like to make a DAF gift, please contact the account administrator to request the gift amount and provide our EIN: 59-0715928. DAF gifts can be mailed to SPCA Tampa Bay, ATTN: Sr. Director of Philanthropy, 9099 130th Ave N, Largo, FL 33773. If you have questions, please reach out to notify our Sr. Director of Philanthropy at 727-581-3249 or send us an email.
A gift of retirement plan assets can be an easy way to reduce potentially high taxes and provide support to SPCA Tampa Bay.
There are several options in making a gift from your retirement assets:
Option 1: Make a tax-free gift with an IRA charitable rollover
You can make an immediate tax-free gift by transferring up to $100,000 directly from your traditional IRA to SPCA (401(k)s and 403(b)s are not eligible). You must be at least 70 ½ years old to take advantage of this opportunity. The benefits of an IRA charitable rollover gift include:
Option 2: Designate remaining retirement plan assets for SPCA Tampa Bay
Another gift option is to designate SPCA as the recipient of some or all of what’s left in your IRA, 401(k), 403(b), or other qualified plan when it ends. Benefits include:
Option 3: Designate remaining retirement plan assets for a life income plan
You may designate some or all of the assets remaining when your IRA, 401(k), 403(b), or other qualified plan ends, to be used to fund a gift arrangement that will make payments to family members or other loved ones for the rest of their lives. When the gift arrangement ends, what is left will go to SPCA Tampa Bay. Benefits include:
A gift of life insurance you no longer need can be an easy way for you to generously support to the SPCA Tampa Bay. An additional benefit of this option is that you can change your mind about your gift at any time should your life circumstances change.
Here are the options
Option 1: You give your policy to SPCA.
As the policy owner, SPCA will either cash in your policy and use the proceeds, or maintain the policy until it ends and then receive its face amount. Your benefits will include:
Option 2: You designate SPCA Tampa Bay as a beneficiary of your policy.
When your policy ends, SPCA will receive some or all of your policy’s death benefit, as you have designated. Your benefits will include:
There are many options for donating your home, second home, commercial building, vacant land, farm, or other real estate to SPCA Tampa Bay.
A gift of artwork, coins, antiques, or other personal property can be an excellent way to support SPCA. If you choose to give your personal property to SPCA, we will put your property to a use related to our mission, or we sell your property and use the proceeds to support our mission.
