Planned Gifts

Gift Planning

Learn About Wills and Bequests

What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How do I make a bequest?

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

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.

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?