Legacy Giving

All in for animals – forever.

Become a part of AWLA's 1944 Society

Making a planned gift to the Animal Welfare League of Arlington is a meaningful way to carry forward a legacy of your compassion for animals. We take your commitment to animals seriously.

Hi, I'm Kat! Your go-to for anything planned giving related. I look forward to speaking with you.

Kat Williams
Senior Director of Development
email: kwilliams@awla.org
phone: 703-931-9241 X 220

Shall we chat? Let's discuss your future plans.

A Statement of Intent to bequeath a future gift to the League entitles you to membership in our treasured 1944 Society. Your membership allows us to thank you during your lifetime and to ensure your love of animals is acknowledged today and lives on into the future.

Please mail your Statement of Intent to the following address:

Animal Welfare League of Arlington
Attn: Director of Development
2650 S. Arlington Mill Drive
Arlington, VA 22206

The information provided below is general in nature and not intended as legal advice. The League recommends that you consult with an attorney or tax advisor to determine which giving opportunity is best for you.

Will or Trust

Making a gift through or will or revocable living trust is a simple and flexible way to improve the lives of animals for years to come.

Giving through your will or trust

One of the simplest ways to leave a charitable legacy to the Animal Welfare League of Arlington is through a provision in your will. Regardless of your age or financial status, a will is essential to ensure that your property is distributed according to your wishes instead of the arbitrary laws of the state in which you live.

Bequests made through your will may take various forms such as:

A specific bequest that directs a specific dollar amount pass to the League
A percentage bequest that designates a percentage of the estate's total value as a gift to the League.
A residual bequest which directs that the League receive the remainder of the estate, or a portion of the remainder, after all expenses and other bequests have been completed.
A contingent bequest which directs that the League receive all or part of your estate only under specific circumstances such as no surviving family members. (Example: If [insert name] is not living on the ninetieth day after the day of my death, I give all the rest of the property I own at my death to the Animal Welfare League of Arlington.)

A bequest to the League is not subject to Federal or estate taxes, and there is no limit on the amount of the deduction. Most importantly, your bequest to the Animal Welfare League of Arlington will help ensure our ability to provide care and protection for animals in the future.

Attorney-recommended bequest language:

I leave [insert dollar amount or percentage] of my Residuary Estate to The Animal Welfare League of Arlington, VA, Incorporated (Federal Tax ID: 54-0603502), which is presently located at 2650 S. Arlington Mill Drive, Arlington, VA 22206, to be used for its general purposes, unless otherwise specified.

Retirement Assets

You can allocate any of your unused retirement assets from your IRA, 401(k), 403(b), pension, or other tax-deferred plan to help animals for years to come.

Giving your retirement assets

A gift of your retirement assets from your IRA, 401(k), 403(b), pension, or other tax-deferred plan is an excellent way to help the animals for years to come.

Many people will not use all their retirement assets during their lifetime. Why not allocate the remainder of yours to animals in need?

These gifts can include retirement accounts, such as a 401(k), 403(b), or IRA; health savings accounts; donor advised funds; brokerage accounts; and other financial accounts, including CDs, money market, savings, and checking, that allow transfer on death (TOD) or payment on death (POD) designations.

Psst: Don't forget to consider an IRA charitable rollover gift. Also known as a qualified charitable distribution (QCD), this planned giving option allows you to make a gift to the animals without it counting as taxable income. A charitable individual retirement account (IRA) rollover is a wonderful option for people 70 ½ and older. That's because it allows you to make a gift to the animals — from $100 to $100,000 — without the distribution counting as taxable income. This giving option is a direct contribution made from your traditional or Roth IRA to a public charity like Animal Welfare League of Arlington, and it is a great option if you don't normally itemize your charitable deductions. Please click here to learn more about making an IRA rollover gift.

Life Insurance

You can name AWLA as a primary life insurance beneficiary or as a contingent beneficiary should your other beneficiaries not survive you.

Giving your life insurance

You may name Animal Welfare League of Arlington as a full, partial, or contingent beneficiary of any policy. Don’t forget employer-sponsored life insurance offered at no cost to you.

If you have an insurance policy that is no longer needed for its originally purchased purpose, you may wish to change the beneficiary to the Animal Welfare League of Arlington. This may enable you to make a significant gift to the League without using any of your estate’s capital.

Ask your insurance provider for more details, or consult your legal or financial advisor to help you decide which option is best for you.

Outright Gift

Your gift will be put to immediate use while entitling you to a charitable income tax deduction for the full value of your gift.

Make an outright gift

Making an outright gift is a popular way to share your generosity with the animals. It’s simple and immediate, and it allows you to help in creative ways.

Donated shares of stock or mutual funds from publicly traded companies are a practical option and may provide additional tax benefits beyond what cash gifts provide. Please see 'Stock Gifts' below for more information.

Have a valuable collection or personal property you hope to donate to AWLA? Please contact our Senior Director of Development, Kat Williams at (703) 931-9241, ext. 220 or kwilliams@awla.org.

Want to make a monthly or one-time donation to help animals now? Please click here.

Stock Gifts

A donation of stock is a great way to support AWLA's mission, plus you will receive a significant tax break from the IRS.

Giving your stocks

Making a gift of appreciated stock, bonds, or mutual funds is easy with the help of your tax or financial professional.

As always, we recommend that you consult your tax or financial professional for advice before making charitable donations. The first step in making a gift of this type is to provide your broker with the following transfer information:

DTC code: 0141
Account number: 8629-3292
Account name: Animal Welfare League of Arlington
AWLA EIN: 54-0603502
Receiving institution: Wells Fargo Advisors - Stephen Barto, Seventy2 Capital Wealth Management*
*Donor’s brokerage will coordinate with Wells Fargo.

You can also download our stock transfer form to get started.

When you make a gift to Animal Welfare League of Arlington by transferring stocks into our account, we do not receive any information that identifies you as the donor. To ensure that you receive a proper tax acknowledgement of your gift, please let us know.

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