Planned Gifts

Gift Planning

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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Pasadena Humane that will make a lasting impact.

When you have completed your estate plan, naming Pasadena Humane in your will or trust, or as a beneficiary of your IRA, life insurance or other account, please let us know so that we can include you in our 1903 Society—those generous donors who will be making a difference for homeless animals in years to come through their planned gifts.

Benefits include invitations to special events, a 10% discount in our Shelter Shop, our Pet Guardianship Program, and more! Just complete and return our 1903 Society form to let us know.

Or simply contact us so that we can note your plans to ensure that your wishes are carried out as you intend.

Flowchart: Donor leaves property through will or trust to family and Pasadena Humane.

Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Pasadena Humane as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to Pasadena Humane

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Pasadena Humane as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

Additional Information

The method used to make a bequest will depend on the kind of gift you choose to leave to Pasadena Humane.

Bequests of real estate, personal property, business interests and cash are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan. Your estate-planning attorney can assist you in preparing the necessary papers for you to complete the bequest.

Other bequests, such as those involving retirement assets, insurance policies, bank accounts and stocks and bonds, are typically made by completing the appropriate beneficiary designation form. Simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate "beneficiary designation" or "payable on death" form. To complete your bequest, you will need to complete and sign the form and then send it back to the person who originally sent the form to you.

The last step in leaving any bequest involves the transfer to charity. When you pass away, the bequest property will be transferred to Pasadena Humane. The full value of this gift will be transferred tax-free and your estate will receive an estate tax charitable deduction.

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