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Legacy Giving
Additional Information

Your legacy gift will support programs that protect animals from cruelty and help the unfortunate ones heal and find new loving homes. The vast majority of legacy gifts are made by bequest through a will or trust. There are also life income plans that provide you a steady stream of revenue, offer significant tax advantage and ultimately benefit the work we do.

Many Different Types of Assets
Many different types of assets in addition to cash can be used to make a legacy gift. We encourage you to work with your professional advisor to help you determine which type of legacy gift is best for you.

Your Charitable Bequest
Your charitable bequest is the most important type of gift for sustaining a cruelty free future for animals.

Bequests to Consider

  • The first, percentage, is most flexible because it allows your gift to appreciate in your will no matter which asset is used.
  • A specific bequest of an asset such as a retirement plan results in no income taxes paid on the plan by your estate.
  • Residual bequests are often made after remembering relatives and friends, and usually in combination with a percentage bequest.

Suggested Bequest Language

Percentage:
"I give, devise and bequeath to Humane Society of the Sierra Foothills, tax ID#32-0282752 a 501(c)3 nonprofit corporation of the State of California, located at 2945 Bell Road #175, Auburn, CA 95603,

Choose one:

1. The sum of $__________.
2. _________ shares of stock in____________Company, or
3. My real property commonly known as ________________."

Residual:
"I give, devise and bequeath to Humane Society of the Sierra Foothills, tax ID#32-0282752 a 501(c)3 nonprofit corporation of the State of California, whose address is 2945 Bell Road #175, Auburn, CA 95603, all the residue of my estate, including real personal property."

Contingent:
"In the event of the death of any of the beneficiaries, I give, devise and bequeath to Humane Society of the Sierra Foothills, tax ID#32-0282752, a 501(c)3 nonprofit corporation of the State of California, whose address is 2945 Bell Road #175, Auburn, CA 95603, (percentage, specific, or residual language as above)."

 

In addition, there are many types of legacy gifts you can easily make. Here are just a few. All you need to do is fill out your provider's paperwork for the following gifts: IRA or pension plan Life insurance Stocks and bonds Savings account Checking account.

 

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