Designating Mercy For Animals as a beneficiary of your retirement plan (IRAs, 401(k) plans, 403(b) plans and Keogh plans) is an effective way to support our life-saving work and exempts your retirement fund from federal income or estate taxes.
Many people designate their family members as the beneficiaries of their retirement funds, but because retirement funds can be subject to so many taxes, in some cases, more than 60% of the value of your tax-deferred retirement accounts may go to paying taxes.
Naming Mercy For Animals as the beneficiary will eliminate taxes and give the organization 100% of the assets in your retirement plan.
Supporting Mercy For Animals through your retirement assets gives you the opportunity to leave a legacy of generosity, while helping us continue our life-saving work to save abused and neglected farmed animals.
In order to make Mercy For Animals the beneficiary of your retirement plan, you will most likely do so by filling out a change of beneficiary form from your retirement plan.
Please use the following information when filling out the form, or when consulting with your retirement authority or attorney:
- Mercy For Animals' legal name: Mercy For Animals, Inc. (Not MFA)
- Mercy For Animals' mailing address: P.O. Box 363, Columbus, OH 43216
- Mercy For Animals' federal tax identification number: 54-2076145
- Your relationship to the beneficiary should read: Charity
Please consult with your attorney or professional advisor to ensure that your plans are in compliance with all laws.
Also feel free to email us at firstname.lastname@example.org if you have questions.