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Planned Giving

Meet the members of the YHS Planned Giving Advisory Council.

Join the Legacy Circle

Thank you for helping the Yavapai Humane Society provide our four-legged friends with a healthy, promising future of loving care. You can also be an integral part of our ongoing commitment to the humane welfare of animals by including a charitable gift in your overall estate and financial plans. With a little planning, you can continue helping the Yavapai Humane Society far into the future.

So many of our thoughtful supporters send us donations with a heartfelt note attached that says "I wish it could be more". Many people who truly love animals dream of making a substantial donation to help the Yavapai Humane Society continue to care for the many deserving homeless pets in our community, yet they do not believe they are financially able to make a large gift. For these animal lovers, planned giving provides a number of opportunities that will allow their kindness and devotion to animals to continue for years to come.

Legacy Circle Membership

Legacy Circle members mention Yavapai Humane Society in their will or estate plans. We hope you will consider becoming a member. Your name will be listed in our annual report (unless you wish to remain anonymous). Additionally, you will be invited to the annual Legacy Circle breakfast and will become eligible to participate in our Pet Guardianship program, a way to provide lifetime care for your pets if you pass on before them.

How to Give

Planned giving takes many forms and, in some cases, can provide you with additional income and/or reduce the amount of taxes you would regularly pay. Planned gifts, which are arranged by you and your financial advisor are listed below. If you would like to speak to someone about planned giving, we encourage you to meet one of the professionals who volunteer as members of the YHS Planned Giving Advisory Council.

Please consult your financial advisor about which planned giving opportunities are right for you. Because YHS is a non-profit 501(C)(3) organization and we receive no government funding, we greatly appreciate any and all gifts we receive.

Make sure to let us know if you have named YHS in your estate plans. We would like to recognize and thank you. You or your financial planner can email info@yavapaihumane.org, call us at (928) 445-2666 ext 21 or mail to YHS Planned Giving, 1625 Sundog Ranch Rd, Prescott, AZ, 86301.

Estate Planning

Bequests - A bequest may provide for a specific dollar gift, a percentage of your estate or specific asset(s) to be given to Yavapai Humane Society.

Insurance Plans - There are many ways to give a gift of life insurance. Whether you are purchasing a new policy or giving a policy that is no longer necessary or relevant to your needs, Yavapai Humane Society can be named as a recipient to receive part or all of the policy proceeds.

Retirement Plans - Giving a retirement plan as a gift (401(k) plans, IRAs, stock bonus plans, etc.), may help reduce taxes for yourself and/or your heirs.

Lifetime Income Plans

Charitable Annuities - An annuity funded with an irrevocable gift (cash, stock or, in some states, real estate) and consists of a simple contract between you and Yavapai Humane Society, whereby the Society guarantees to provide you and/or another beneficiary fixed, regular payments for life.

Charitable Trusts -There are several types of charitable trusts for you to choose from. Whether the trust pays a fixed amount based on a percentage of the initial value of the trust (Charitable Remainder Annuity Trust) or pays income based on a percentage of the net fair market value of the trust assets per annum (Charitable Remainder Unitrust), you are sure to find a charitable trust to meet your financial goals.

Outright Gifts

Gifts of Securities - Appreciated securities such as stocks, bonds and mutual funds are a simple method of giving that may allow you tax deductions.

Gifts of Real Estate - Gifts of real estate may include: undeveloped land, a commercial property, a vacation home, or a personal residence. Whether you give a gift of real estate outright or if you make a gift of the remaining interest in that property while you are still using the property, such a gift may entitle you to sizeable tax deductions.

Charitable Lead Trust - The charitable lead trust permits you to make a future transfer of assets to your heirs, while providing a regular, fixed amount of income toYavapai Humane Society for a specified number of years.

Gifts of Cash - Gifts of cash are the most common form of charitable gift. Tax benefits are available if you itemize your deductions on your tax return. Cash you donate to theYavapai Humane Society can be exempt from federal income tax.

 

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