Planned Giving
Make a Big Impact With a Future Gift
When you include Humane Society of Walden in your estate plan, your generosity provides relief for animals in need. Thank you for ensuring that Humane Society of Walden can impact those we serve well into the future.
Some of the Ways to Help Include:
- Naming HSW as a beneficiary in a will or living trust
- Establish a Charitable Remainder Trust (CRT)
- Designate HSW as a beneficiary of a bank account.
- Naming HSW 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 HSW in your will, trust, or codicil.
Below is specific language that you and your attorney can use to remember HSW in your will. Bequest options include:
Specific Bequest: States a specific dollar amount, percentage of your estate, or property to the Humane Society of Walden. 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 Walden, 2489 Albany Post Road, Walden, NY 12586, FEIN 14-6027735, 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 Walden, 2489 Albany Post Road, Walden, NY 12586, FEIN 14-6027735, to be used for its general purposes.”
Contingency Bequest: Allows you to leave a portion of your estate to HSW 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 Walden, 2489 Albany Post Road, Walden, NY 12586, FEIN 14-6027735, to be used for its general purposes.”
Restricted Bequest: Allows you to designate how your gift to HSW will be used, such as to name an endowment or to support a specific purpose.
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 Walden.