Legacy Giving

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.

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 Officer, Jeremy Kander, at 602.216.6457 or email: legacycircle@azhumane.org to receive sample language and further guidance.

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 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.

Here is information you’ll need:

• The legal name of our organization is Arizona Humane Society.
• We are a 501(c)3 Arizona nonprofit and our federal tax ID number is 86-0135567.
• Our legal address is 1521 West Dobbins Road, Phoenix, AZ 85041.
• Our phone number is 602.997.7585.

Once you complete your final giving plans, let us know by completing and returning a Statement of Testamentary Provision.

If you’ve already included AHS in your final giving plans, please let us know so we may thank and recognize you as a Legacy Circle member.