Plan for Their Future
Remembering the Arizona Humane Society in your will, trust or other estate plans saves hundreds of thousands of homeless pets in need. As a legacy donor, you become a member of the Legacy Circle, which is our special way of recognizing those whose planned gifts ensure a healthy financial future for our organization and the homeless pets in our care. You’ll also become eligible for Continuing Care, our exclusive program that finds the perfect homes for pets who have outlived their owners.
How to Give Your Legacy
We’d be honored to list your name on our Legacy Circle Donor Wall and begin sending you exclusive publications and event invitations. Whether your contribution includes a memorial or remains anonymous, we would be happy to help you navigate the details. Simply notify us of your intentions, and we’ll be happy to provide you with next steps.
- Account Beneficiary
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 Arizona Humane Society.
By simply naming the Arizona Humane Society 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 Arizona Humane Society as the primary or contingent beneficiary. You may leave all or part of these policies or accounts to the Arizona Humane Society. Note that as a direct distribution at your passing, funds from retirement accounts will not be subject to estate tax or to income tax, making the entire balance benefit the Arizona Humane Society.
- Will or Living Trust
Gifts by will or living trust for the benefit of the Arizona Humane Society 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.
Our team is happy to work with you, your attorney, or your financial advisor to develop specific language to most accurately communicate your wishes.
Reach out to our Planned Giving Manager at firstname.lastname@example.org to receive sample language and further guidance.
- Charitable Gift Annuities
Establishing a Charitable Gift Annuity through the Arizona Humane Society can provide you with a reliable, consistent source of income for life, while also benefiting the thousands of animals we take in each year.
The amount of the quarterly payment is based on the age of the income beneficiaries at the time of the gift and the date when payment begins. A portion of the income may be tax-free, and a portion of the gift may be claimed as a charitable deduction. Annuity payments may begin immediately or may be deferred for a period of time as part of your retirement plan. We require a minimum $10,000 annuity.
- Charitable Remainder Trusts
Charitable remainder trusts allow you to ensure the future fiscal health of the Arizona Humane Society 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 Arizona Humane Society.
You may name the Arizona Humane Society as the beneficiary of a Charitable Remainder Trust established with a bank, financial institution or investment firm. Unfortunately, the Arizona Humane Society cannot establish a Charitable Remainder Trust. Consult your estate planning attorney, financial advisor or tax advisor for more information.
One of the greatest benefits of joining the Legacy Circle is peace of mind about your pets’ futures. Many pets who outlive their human companions are left to an uncertain fate. But as a member of the Legacy Circle, you are eligible to enroll your pets in our exclusive Continuing Care program. We’ll be there to take care of your pet and find them a new, loving family based on your express wishes.
Join the Legacy Circle
Supporters who have included the Arizona Humane Society in their estate planning are honored as members of our Legacy Circle. Come see what some of our members have said.