Bequests come from individuals whose loyalty to the welfare of animals runs deep.
The information below is for educational purposes only. It is always best to review any changes in your will and/or estate plan with an attorney to make sure the change is consistent with your entire estate plan.
How to Remember Save-A-Pet in your Estate Plan
Beneficiary Designations allow you to name individuals and/or organizations as full or partial beneficiaries of an account. These gifts can be put in place by completing a simple form with your provider and do not require the assistance of an attorney. These may include:
- Individual Retirement Account (IRA)
- Donor Advised Funds
- Bank Account(s)
- Money Market Account(s)
- Life Insurance Policy
Bequests are gifts through a will or living trust, and include transfers of cash, securities or other property. They are an easy and flexible way to provide support of Save-A-Pet’s true no-kill mission.
When you choose to name Save-A-Pet in your estate plan, we should be listed as:
“Save-A-Pet, Inc., a non-profit corporation, organized and existing under the laws of the state of Illinois, with a principal business address of 31664 N. Fairfield Road, Grayslake, IL 60030. Federal Tax identification number: 23-7304570.”
The following is sample bequest verbiage that may be helpful. Of course, always consult an attorney when preparing legal documents.
A fixed amount of money or a designated property:
“I give to Save-A-Pet, Inc. (tax identification number 23-7304570), located in Grayslake, IL, $_________ (or describe the real or personal property, including exact location)
A percentage of the estate:
“I give to Save-A-Pet, Inc. (tax ID # 23-7304570), located in Grayslake, IL, ________% of my estate.”
A residual bequest:
“I give all the residue of my estate, including real and personal property, to Save-A-Pet, Inc. (tax identification number 23-7304570), located in Grayslake, IL.
If you have provided for Save-A-Pet in your planned giving (or intend to do so), please let us know. Click HERE to print our Planned Giving Intention Form. Once completed, it can be scanned and emailed to firstname.lastname@example.org or mailed to:
PO Box 266
Grayslake, IL 60030
For more information, please email email@example.com or call 847-740-7788, ext. 108.