Leave a Lasting Legacy…
Your legacy gift will support programs that protect animals from cruelty and help the unfortunate ones heal and find new loving homes.
There are many ways to create your own flexible plans for fulfilling your philanthropic and other financial goals. The different options depend on what best suits this time in your life as well as ways to make the most of planned giving benefits.
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 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.
We are grateful to the thoughtful donors who are leaving a legacy gift.
Planned Giving Options
- Bequest
- Retirement Plan
- Beneficiary Designation
- Life Insurance Gift
- Charitable Remainder Trust
- Charitable Lead Trust
- Real Estate Gift
Your Charitable Bequest
Your charitable bequest is the most important type of gift for sustaining a cruelty free future for animals. Here are three types of bequests to consider along with sample gift language for your Will or Revocable Living Trust:
1) Specific Bequest
A specific bequest of an asset such as a retirement plan results in no income taxes paid on the plan by your estate.
“I give, devise and bequeath to Humane Society of the Sierra Foothills, a 501(c)(3) nonprofit corporation of the State of California (Tax ID#32-0282752), 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 ________________.”
2) Residual or Percentage Bequest
Residual bequests are often made after remembering relatives and friends, and usually in combination with a percentage bequest. A percentage is the most flexible because it allows your gift to appreciate in your will no matter which asset is used.
“I give, devise and bequeath to Humane Society of the Sierra Foothills, a 501(c)(3) nonprofit corporation of the State of California (Tax ID#32-0282752), located at 2945 Bell Road #175, Auburn, CA 95603, all the residue (or state a percentage) of my estate, including real personal property.”
3) Contingent Bequest
The Humane Society of the Sierra Foothills can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled.
“I give, devise and bequeath to Humane Society of the Sierra Foothills, a 501(c)(3) nonprofit corporation of the State of California (Tax ID#32-0282752), located at 2945 Bell Road #175, Auburn, CA 95603, (specific, residual or percentage language as above).”