Retirement Plans

Make Mercy For Animals the beneficiary of your retirement plan.

Planned Giving

Designating Mercy For Animals the beneficiary of your retirement plan, such as an IRA or 401(k), 403(b), or Keogh plan,RRSP, RRIF, or pension plan, or your TFSA is an effective way to support our lifesaving work and exemptsmay exempt your retirement fund or TFSA from federal income or estate taxesprobate tax.

Many people designate their family members as the beneficiaries of their retirement funds, but in some cases more than 60 percent of the value of a tax-deferred retirement account may be absorbed by taxes.

Naming Mercy For Animals the beneficiary will eliminate taxes on your retirement fund so that 100 percent of your fund will benefit the organization.

The Details

In order to make Mercy For Animals the beneficiary of your retirement plan or TFSA, you will likely fill out a change of beneficiary form from your retirement plan provider.

Please use the following information when filling out the form, or when consulting with your retirement authority or attorneylawyer:

  • Mercy For Animals' legal name: Mercy For Animals, Inc. (not MFA)
  • Mercy For Animals' mailing address: 8033 Sunset Blvd., Ste. 864, Los Angeles, CA 90046
  • Mercy For Animals' federal tax identification number: 54-2076145
  • “Charity” as your specified relationship to the beneficiary

Please consult with your attorneylawyer or professional advisor to ensure that your plans are in compliance with all applicable laws.

Questions?

If you need guidance in naming Mercy For Animals a beneficiary of your will or living trust, we are here to help. John Karas, one of our philanthropy officers, will gladly walk you through the process.

  570.579.4115
  JohnK@MercyForAnimals.org