Planned Giving

For over 100 years, we have been working hard to save the lives of animals in Westchester County.

One of the greatest ways you can be a lasting partner in the protection of animals is to support our mission beyond your lifetime. Planned gifts make that possible. By including us as a beneficiary of your will, trust, life insurance or retirement plan, you will provide a lasting testament to your love of animals and save thousands of pets' lives. Many planned gift options may provide you with tax benefits, increase your current income, or provide additional retirement income, while reducing income tax and estate taxes.

It is important to explore your options with your financial planner or legal counsel so that you and your beneficiaries receive the full benefit of any considered gift.

Wills and Bequests

The most frequently used planned giving instrument is the will. Each year, countless individuals exercise their right to determine how the estate they have spent a lifetime accumulating is to be distributed. You may specify the assets you would like to leave to us by creating a bequest, then, after your lifetime, your estate can take a charitable deduction for the full amount of your bequest, resulting in tax savings which are sometimes significant.

We graciously accept most types of assets through a bequest, including cash, life insurance or retirement plans. A bequest is deductible for federal estate tax purposes, and there is no limit on the amount of the estate tax charitable deduction.

Bequests:

  • Are created in a will or revocable trust
  • Offer unlimited charitable estate tax deduction
  • Provide continued use of assets during your lifetime
  • Are flexible - you may increase or decrease the amount at any time
  • No minimum amount
  • Allow the satisfaction of knowing your commitment to companion animals continues after your lifetime
  • Can be conveniently added with a simple amendment to your will

Suggested Language for Bequests:

"I give [specify amount of property, percentage, or residue] to Humane Society of Westchester, a not-for-profit corporation, chartered in the State of New York, located at 70 Portman Road, New Rochelle, New York 10801, for its general uses and purposes."

If you're planning to make the Humane Society of Westchester a beneficiary, we encourage you to tell us now. We can work with you or your advisors to make sure the bequest is planned and administered properly.