Unused retirement assets, such as an IRA, 401(k), 403(b), pension, or other tax-deferred plan, can help further HSTB’s mission.
Donating part or all of your unused retirement assets can be an excellent way to support Humane Society of Tampa Bay. Assets may include an IRA, 401(k), 403(b), pension, or other tax-deferred plan.
If you do not expect to use all of your retirement assets during your lifetime, a beneficiary designation can help further HSTB’s mission in the future.
- Avoid potential estate tax on retirement assets.
- Your heirs may avoid income tax on retirement assets funded on a pre-tax basis.
- Receive potential estate tax savings from an estate tax deduction.
Request a form: Complete a beneficiary designation form from your retirement plan custodian.
Name HSTB: Designate Humane Society of Tampa Bay as beneficiary of part or all of the account.
Review tax treatment: HSTB can benefit from the full value of the gift, because IRA assets are not taxed at death when they pass to a charity.
Tell us: If you have already included HSTB as a beneficiary, please let us know so we can thank and recognize you.
Simple Beneficiary Form
A retirement asset gift can often be arranged through your plan custodian's beneficiary designation form.
Preserve Other Assets
Some donors prefer to leave other assets to their heirs and designate retirement assets to charity.
Future Mission Support
Retirement assets can help HSTB care for animals and families for years to come.
Have questions about this giving option? Our team would be happy to help.
Please let us know if you have included Humane Society of Tampa Bay as a beneficiary of your retirement assets. We would like to thank you and recognize you for your gift.
Humane Society of Tampa Bay
Tax ID (EIN): 59-0799907
Retirement asset gifts can have estate and income tax considerations. Please consult your tax or financial advisor.