Planning Your Estate: Strategies For Giving
How to Make a Gift
It's easy. To make a gift to the Jacksonville Humane Society, you simply include a provision in your Will specifying the type and/or amount you would like to give. Your gift can consist of almost anything - money, bank accounts, securities, antiques, works of art, or real estate.
Although the provision can be a short paragraph, the language necessary to accomplish your wishes is extremely important and should be prepared by your attorney.
Most people commonly underestimate the value of what they own. They may not believe that they have an estate. However, if you own anything at all, you have an estate. This includes cash, real estate, all personal property, investments, retirement plan assets, life insurance and other forms of assets. A well-drafted will allows you to ensure that the assets that you have accumulated over your lifetime are distributed according to your wishes. Remembering the Jacksonville Humane Society in your will can ensure the care and humane treatment of animals in perpetuity.
You can name the Jacksonville Humane Society as a beneficiary by creating a new will, adding a codicil to your present will, or including the Jacksonville Humane Society in your revocable trust.
You can name the Jacksonville Humane Society as either a direct beneficiary of a set amount of money, a specific asset (e.g. 100 shares of stock), or a percentage of your estate. A legacy to the Jacksonville Humane Society may take different forms, including:
- An outright bequest of cash, securities
- A beneficiary designation of a life insurance policy, a bank account, a retirement account
- A beneficiary of a living trust, or a testamentary trust
An individual may designate that a bequest be used for the general purposes of the Jacksonville Humane Society, or to support a specific program. The following is a suggested form for such a bequest:
I give and bequeath to the Jacksonville Humane Society , a 501 (c ) (3) corporation, Tax I.D. #59-0624410, located at 8464 Beach Blvd, Jacksonville, FL, 32216, the sum of $_____, to be used for the accomplishment of its general purposes (or for a specific purpose, as indicated).
Many companies encourage philanthropic interest among their employees by offering a matching gift program. Contact your company’s Human Resources Department to determine if your employer matches gifts to the Jacksonville Humane Society. This is an easy and effective way to double or even triple your contribution to the Jacksonville Humane Society.
The convenience of donating at the workplace has made payroll deduction programs a popular alternative for the contributor. The Jacksonville Humane Society participates in the Combined Federal Campaign (#38619). Check with your Human Resources Department to see if the Jacksonville Humane Society is a designated charity in your workplace contribution campaign.
You can request, through advance directive, that at the time of your death, your obituary state: In lieu of flowers, it is requested that donations be made to the Jacksonville Humane Society.