Minimum Required Endowment

The minimum endowment to secure enrollment in the Stevenson Companion Animal Life-Care Center depends upon the age of the youngest owner at the time of enrollment. The endowment required for each animal can be established by bequest through a will or trust, or can be fully paid-up at the time of enrollment with a considerable discount. There is no enrollment fee required with a Paid-up Endowment. Both options are outlined below.

Small Animal (Dog, Cat, Bird) - Per Pet

Age Minimum Endowment by Bequest Minimum Amount for Paid-up Endowment
0 -39 $100,000 $25,000
40 - 49 $85,000 $30,000
50 - 59 $70,000 $35,000
60 - 69 $60,000 $45,000
70+ $50,000 $50,000

Large Animal (Horse, Pony) - Per Pet

Age Minimum Endowment by Bequest Minimum Amount for Paid-up Endowment
0 - 39 $210,000 $30,000
40 - 49 $175,000 $40,000
50 - 59 $145,000 $60,000
60 - 69 $120,000 $80,000
70+ $100,000 $100,000

Only the portion of the endowment in excess of that required for the care of the animal for the remainder of its life in the center's program may qualify as a tax deduction. Donors should consult their own counsel regarding tax implications.

*Subject to reevaluation and change without notice.


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