Supporting the Homeless Pets Foundation

Estate Planning

Would you help bring the healing touch of animals to generations of people to come?

Say “yes” by making a bequest or other planned gift to the Homeless Pets Foundation.

The Circle of Compassion is a tribute to caring individuals who have remembered the Homeless Pets Foundation in their estate plans. By joining today, you can have the satisfaction of knowing your generosity will leave a lasting legacy of hope for the lives of both animals and people in need of the Homeless Pets Foundation’s help. As you consider your estate plan, please think of the Homeless Pets Foundation. By keeping the animals and people the Homeless Pets Foundation serves in mind, you become a link in the Homeless Pets Foundation’s never-ending Circle of Compassion.

If you have already remembered the Homeless Pets Foundation in your estate plans, please contact the Homeless Pets Foundation at (404) 451-9494 or email admin@homelesspets.com. The Homeless Pets Foundation wants to welcome you as a member of its Circle of Compassion.

 

Wills and Living Trusts

By including the Homeless Pets Founation in your will or living trust, you can make an important and lasting gift for the animals while meeting your financial and estate planning goals. A bequest to the Homeless Pets Founation can take many forms, and because a bequest qualifies for the estate tax charitable deduction, it may reduce your taxable estate.

Common types of bequests:

General: “I give to the Homeless Pets Foundation, a corporation organized and existing under the Georgia Nonprofit Corporation Law, headquartered at 1343 Gresham Road, Marietta, Georgia 30062, the sum of ________ dollars (or specific piece of property) to be used as the board of directors directs.”

Bequest of a percentage: “I give and bequeath ________ percent (name specific percentage) of my estate to the Homeless Pets Foundation, a corporation organized and existing under the Georgia Nonprofit Corporation Law, headquartered at 1343 Gresham Road, Marietta, Georgia 30062.”

Bequest of residue: This is a provision in a will leaving the remainder of one’s estate to an organization after all other bequests are fulfilled. “The rest, residue and remainder of my estate, both real and personal, whatever situation, I give and bequeath to the Homeless Pets Foundation, a corporation organized and existing under the Georgia Nonprofit Corporation Law, headquartered at 1343 Gresham Road, Marietta, Georgia 30062.”

Contingent bequest: This leaves a bequest to the Homeless Pets Founation if any of the other beneficiaries are unable to receive their bequests because of death or other circumstances. Generally this reads, “should (name of person) predecease me, the portion of my estate going to ___________(this person) I give and bequeath to the Homeless Pets Foundation, a corporation organized and existing under the Georgia Nonprofit Corporation Law, headquartered at 1343 Gresham Road, Marietta, Georgia 30062.”

To leave a gift from a Living Trust, write: "I direct my trustee to distribute from the principal of my trust estate to the Homeless Pets Foundation, a corporation organized and existing under the Georgia Nonprofit Corporation Law, headquartered at 1343 Gresham Road, Marietta, Georgia 30062, the sum of ________ dollars (or, if stock, land or other property, please describe)."

Retirement Plan Assets

Your IRA, 401(k), 403(b) or other qualified retirement plan may be heavily taxed if left to anyone other than a legally recognized spouse. By naming the Homeless Pets Founation as a beneficiary of all or a portion of a retirement plan, you avoid both the estate tax and income tax due on these tax-deferred plans if you distributed to your heirs.

The Homeless Pets Foundation’s Legal Designation

The following information should be included to name the Homeless Pets Foundation in your will, trust or other planned gift:

    * Complete legal name – Homeless Pets Foundation
    * Permanent address – 1343 Gresham Road, Marietta, GA 30062
    * Federal tax identification number – 58-2522510