We hope you will consider including a gift to The Humane Society of Adams County in your will or living trust. Called a charitable bequest, this type of gift offers these main benefits:
- Simplicity. Just a few sentences in your will or trust are all that is needed.
- Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.
- Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.
- Tax Relief. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the full value of the gift.
How It Works
To make a charitable bequest, you need a current will or revocable living trust. Your gift can be made as a percentage of your estate. Or you can make a specific bequest by giving a certain amount of cash, securities or property. After your lifetime, The Humane Society of Adams County receives your gift.
Putting Your Family First
When planning a future gift, it is sometimes difficult to determine what size donation will make sense. Emergencies happen, and you need to make sure your family is financially taken care of first. Including a bequest of a percentage of your estate ensures that your gift will remain proportionate no matter how the value of your estate fluctuates over the years.
Sample Bequest Wording:
I give, devise and bequeath to The Humane Society of Adams County, Inc., (tax identification number 86-1175774), a charitable corporation organized under Ohio law in 2006, now maintaining its headquarters in Adams County, Ohio, at P.O. Box 245, West Union, Ohio 45693, _______% of the rest and residue of my estate.
Please contact your legal and tax advisor for specific questions.