Estate Planning

Through the years, our beloved pet(s) have provide us with companionship, comfort and love. By making a bequest or other planned gift to the Humane Society of Central Arizona, you will continue to save the lives of homeless animals for years to come. HSCAZ is a registered 501c3 non-profit organization, tax ID 23-7206092. All donations are tax deductible to the extent allowable by law.

Some of the Ways to Help Include:

  • Naming HSCAZ as a beneficiary in a will or living trust
  • Establish a Charitable Remainder Trust (CRT)
  • Naming HSCAZ as a beneficiary of a life insurance policy or retirement account

Bequest Options & Sample Attorney Language
Your attorney or financial advisor can work with you to include HSCAZ in your will, trust, or codicil.

Below is specific language that you and your attorney can use to remember HSCAZ in your will. Bequest options include:

Specific Bequest: States a specific dollar amount, percentage of your estate, or property to the Humane Society of Central Arizona. Sample language to get you started: “I give, devise and bequeath ____% of my estate (or specific assets) for the benefit of the Humane Society of Central Arizona, 605 W. Wilson Court, Payson, AZ 85541, FEIN 23-7206092, to be used for its general purposes."

Residuary Bequest: Made when you intend to leave the residue portion of your assets after other terms of the will have been satisfied. Sample language: “All the rest, residue, and remainder of my estate, both real and personal, I give to the Humane Society of Central Arizona, 605 W. Wilson Court, Payson, AZ 85541, FEIN 23-7206092, to be used for its general purposes.”

Contingency Bequest: Allows you to leave a portion of your estate to HSCAZ if your named beneficiary does not survive you. Sample language: “If (beneficiary) does not survive me, I devise and bequeath my residuary estate the Humane Society of Central Arizona, 605 W. Wilson Court, Payson, AZ 85541, FEIN 23-7206092, to be used for its general purposes.”

Restricted Bequest: Allows you to designate how your gift to HSCAZ will be used, such as to name an endowment or to support a specific purpose, such as the Low Cost Mobile Clinic.

Other Gifts: You can leave real estate, IRA’s, insurance policies and personal property. Gift annuities and stock are also considered planned gifts and may offer substantial tax advantages. Trusts may provide life income while ultimately benefiting the Humane Society of Central Arizona.