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LEAVE YOUR LEGACY TO THE ANIMALS

Making a planned gift to the Humane Society of Chittenden County is a meaningful way to carry forward your compassion and concern for animals, and a wonderful way to say thank you to every animal that has touched your life It is one of the most effective ways to ensure that HSCC can continue to save lives and make Chittenden and Grand Isle counties of Vermont more humane communities for the animals.

Careful charitable gift planning may help reduce gift and estate taxes or have other tax benefits. We recommend that you work with your financial and legal advisors to prepare your estate plan and review it from time to time.

Planned Gift Options
Bequests
  • You may designate a specific amount of money, stocks, bonds, tangible property or other assets to HSCC.
  • Designate a percentage of the total value of your estate.

Designate a residual bequest which directs HSCC receive the remainder of the estate, or a portion of the remainder, after all expenses and other bequests have been made

Retirement Assets
  • Any or all of the balance in IRA's, 401(k)s, and other retirement savings plans can be donated to HSCC. Please consider making HSCC a full or partial beneficiary.
Life Insurance Policies, Trust and Certificates of Deposit:
  • HSCC can be named as a whole or partial beneficiary under life insurance policies, trusts and Certificates of Deposits (CDs).
Charitable Remainder Trusts & Gift Annuities
  • A CRT or CGA enables you to receive a lifetime income from an investment while receiving a tax deduction for the value of the investment donated to charity.

We are available to work with your estate planning and financial advisor. Please complete the Planned Gift Letter of Intent or contact our President & CEO, Nancy Cathcart:

802) 862-0135 x 12
nancy@chittendenhumane.org

HOW CAN I JOIN THE LEGACY CIRCLE?

There are many tax-advantageous ways to benefit HSCC in your estate plan:

  • Name HSCC as a beneficiary in a Will or Living Trust.
  • Make a gift of cash or appreciated securities to establish a charitable gift annuity with HSCC.
  • Create a charitable lead trust or charitable remainder trust (CRT) and name HSCC as a beneficiary.
  • Name HSCC as the beneficiary of a paid life insurance policy or retirement account.

Please complete the Statement of Testamentary Provision and return it to our address (right and below). You may provide as much or as little of the information as you feel comfortable.

OUR INFORMATION:

Legal Name:
Humane Society of Chittenden County

Legal Address:

142 Kindness Court
South Burlington, VT 05403
Federal Tax ID:
03-0193150

Organization Status:
501(c)3 nonprofit

Please consult your financial, tax, and/or legal advisors to determine the benefits of making a gift.

We thank you very much for considering a legacy gift to the Humane Society of Chittenden County as part of your estate plan. Please contact Nancy Cathcart if you would like to discuss options in a confidential meeting:

Email: nancy@chittendenhumane.org
Tel: 802-862-0135 x 12
Cell: 802-999-5799
Fax: 802-860-5868
142 Kindness Court
South Burlington, VT 05403
www.chittendenhumane.org

Humane Society of Chittenden County Legacy Society

Letter of Intent

I/we have made provisions to include the Humane Society of Chittenden County in my/our estate plans. This declaration of intent is not a binding legal obligation and I may change at any time.

I/we have provided for HSCC in our estate plans and would be pleased to be part of HSCC Legacy Society.
(Please check the appropriate box.)

Provision for Humane Society of Chittenden County in will or living trust
Retirement plan beneficiary designation
Charitable remainder trust
Charitable lead trust
A bequest of gift of real estate or personal property
Life insurance beneficiary designation

Recognition name(s) for HSCC Legacy Society Listing: :
Please list me as Anonymous.
Currently, I anticipate my gift will be valued at approximately:$
Name:
Your Email Address:
Physical Address
Street Address:
City:
State:
Zip:
Home Phone:
Cell Phone:
Work Phone:

Name of Executor, Personal Representative or Trustee

Executor Name:
Executor Phone:
Executor E-Mail:
Executor Address: