Gifts and Estate Planning

Create a personal legacy for animals by earmarking funds for Underdog Pet Rescue in your will or estate plan.

Why consider Planned Giving?

A planned gift is one way you can meet personal financial goals while giving Underdog long term support. Creating a gift that fits your financial, estate, and tax plans can have benefits for both you and Underdog Pet Rescue's animals. Your planning can ensure Underdog Pet Rescue can help save the lives of deserving pets, and help people who need assistance in caring for their beloved pets.

When considering planned giving, think about how much you'd like to give and also what you'd like to accomplish with your gift. This information will allow Underdog to make sure that we best fulfill your wishes.

Note: Underdog recommends that you consult your legal and financial advisors before making a gift. Their assistance can help you make the most impactful gift to Underdog at the least net expense. Your advisors can help you consider your personal financial circumstances so you can receive the maximum benefits allowed by existing tax laws.

For estate planners:

Underdog Pet Rescue of Wisconsin is a 501c3 organization.
Our Employer Identificaton Number is 45-4808363
Legal Name: Underdog Pet Rescue of Wisconsin, Inc.
Address: 2508 S Stoughton Rd, Madison, WI 53716
Phone: 608-268-7060 or 608-224-0018

Gifts of Stock

If you're considering making a gift of stocks to Underdog Pet Rescue, you can expect the following:

You will receive a tax deduction for the full, current fair market value of the donated stock.
You will avoid the capital gains tax and other expenses typically incurred if the stock were sold by you.

Stock transfer information:

Underdog Pet Rescue of Wisconsin

Federal Tax ID 45-4808363

LPL Financial

1-800-877-7210
contra.transferstatus@lplfinancial.com
DTC Number: 0075
Account Number: 20850489

If you're making a gift of stock, please notify Lauren Brinkman at lauren@underdogpetrescue.org. Donor contact information is often not included in the transfers of stock, and we want to be able to quickly provide tax documentation and thank you.