Planned Giving
Leave a Lasting Legacy
Your generosity can shape a brighter future for Hopeful Hearts—cats and dogs awaiting adoption—in the Chequamegon Bay Area, even after you’re gone. By including the Chequamegon Humane Association in your estate plans, you’ll make a lasting impact on our mission to provide care, shelter, and hope for our animals as they wait to become The Lucky Ones. Discover how bequests or beneficiary designations can create a legacy that keeps your love for animals alive.
Why Choose Chequamegon Humane Association for Your Legacy? A planned gift supports essential programs like our Low-Cost Spay/Neuter Program, Pet Food Pantry, and comprehensive care for animals awaiting their forever homes. This ensures future generations of pets receive the love and care they deserve.
Bequests: A Gift Through Your Will or Trust
A bequest is a meaningful way to support Chequamegon Humane Association by designating a gift of money, stocks, bonds, jewelry, or other personal property in your will, trust, or beneficiary designation form. As one of the most generous forms of giving, a bequest allows you to significantly contribute to our work without affecting your current finances. Bequests can take several forms:
- Specific Bequest: Designates a fixed sum of money or a particular asset (e.g., real estate, artwork) to Chequamegon Humane Association.
- Residual Bequest: Gifts the remaining portion of your estate to Chequamegon Humane Association after other bequests, expenses, and claims are fulfilled.
- Contingent Bequest: Chequamegon Humane Association can receive a gift only if a specific condition is met, such as if a primary beneficiary, like a spouse, is no longer living.
How to Include Chequamegon Humane Association in Your Will: Consult your estate planner or attorney to add Chequamegon Humane Association as a beneficiary in your will or trust. They can help you craft language that ensures your gift supports our mission effectively.
Beneficiary Designation Gifts: A Simple Way to Give
You can name Chequamegon Humane Association as a beneficiary of various financial assets, ensuring a direct and impactful gift upon your passing. Beneficiary designations are flexible and can be updated anytime, offering a straightforward way to support our animals. Assets you can designate include:
- Retirement Accounts: These include IRAs or 401(k)s.
- Life Insurance Policies: Name Chequamegon Humane Association as a full or partial beneficiary.
- Bank or Investment Accounts: Use a “Transfer on Death” (TOD) designation to assign funds to Chequamegon Humane Association.
- Revocable or Irrevocable Trusts: Include Chequamegon Humane Association as a beneficiary for future distributions.
How to Designate Chequamegon Humane Association as a Beneficiary: Contact your financial advisor, insurance provider, or the institution managing your accounts to name Chequamegon Humane Association as a primary or contingent beneficiary. They can guide you through updating beneficiary forms to reflect your wishes.
Notify Us to Secure Your Legacy
Once you’ve included Chequamegon Humane Association in your estate plan—whether through your will, trust, or as a beneficiary of your IRA, life insurance, or other accounts—please inform us. This allows us to document your plans and ensure your wishes are fulfilled exactly as intended, supporting homeless pets in the Chequamegon Bay Area for years to come.
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