Through the years, our beloved pet(s) have provided 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 501(c) 3 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
The gift of a funded life insurance policy or retirement account may enable you to turn a moderate monthly premium into a substantial gift to the Humane Society of Central AZ.
By simply naming the Humane Society of Central AZ as the beneficiary of your paid life insurance policy, 401(k), IRA, TSA or other retirement account, you can make a substantial future gift to benefit homeless animals. Just contact the company that holds these policies or accounts, ask for a beneficiary form, and update it to reflect the Humane Society of Central AZ as the primary or contingent beneficiary. You may leave all or part of these policies or accounts to the Humane Society of Central AZ. Note that as a direct distribution upon your passing, funds from retirement accounts will not be subject to estate tax or to income tax, making the entire balance benefit the Humane Society of Central AZ.
Establish a Charitable Remainder Trust (CRT)
Charitable remainder trusts allow you to ensure the future fiscal health of the Humane Society of Central AZ while increasing your current income. They are particularly advantageous for appreciated assets and real estate. A uni-trust provides a variable income based on a percentage of the value of the trust assets as determined each year. Charitable remainder annuity trusts are excellent planning vehicles for older donors with appreciated stock. An annuity trust pays a fixed dollar amount each year to the income beneficiary, with the remainder benefiting the Humane Society of Central AZ.
You may name the Humane Society of Central AZ as the beneficiary of a Charitable Remainder Trust established with a bank, financial institution or investment firm. Unfortunately, the Humane Society of Central AZ cannot establish a Charitable Remainder Trust. Consult your estate planning attorney, financial advisor, or tax advisor for more information.
Naming HSCAZ as a beneficiary of a life insurance policy or retirement account
Gifts by will or living trust for the benefit of the Humane Society of Central AZ may be for a specific dollar amount, a percentage of your estate, or the residual amount of your estate after other distributions are made and expenses are paid.
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 to 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.
