Planned Giving

Ways You Can Give Through a Will or Trust:

• Leave a specific dollar amount or asset to the DRHS.

• Designate a percentage of your estate to be given through your will or living trust.

• Give only the remainder, or residue, of your estate, or that which remains after bequests to loved ones have been made.

 

The following is an example of suggested language to include in your will/trust:

"I give and bequeath to The Dubuque Regional Humane Society, a not-for-profit corporation, with principal offices presently located at 4242 Chavenelle Road, Dubuque, IA, 52002, the sum of , or _______% of my estate, to be used for the accomplishment of its general purpose (or for a specific purpose as indicated)."

 

Ways You Can Give Through Other Means:

• An outright gift of cash

• Securities

• Personal property

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You may designate your bequest in two ways:

• For the general purposes of the ASPCA (an unrestricted bequest)

• To be used to support a particular program (a restricted bequest)

 

The material presented in this website is intended as general educational information on the topics discussed herein and should not be interpreted as legal, financial or tax advice. Please seek the specific advice of your tax advisor, attorney, and/or financial planner to discuss the application of these topics to your individual situation.