BEQUESTS & OTHER PLANNED GIFTS
By planning today, your gift to HAWS can have a meaningful
impact tomorrow. The term planned giving encompasses a
now-and-later aspect to these types of gifts. The present value
or the now of the gift, includes things such as charitable income
tax deductions. The future or later value comes in the form of
tax relief for your heirs, along with the ability to help your family
carry on your philanthropic legacy and grant financial stability for
HAWS, an entirely donor-funded non-profit organization.
Bequests can be directed to specific programs or to the HAWS
Endowment Fund, which is administered by three qualified, appointed
trustees. This fund provides a perpetual source of income for the society.
Bequests are especially important, because they enable the society to
improve and expand its programs, services and facility. By adding to
our Endowment Fund, the earnings from your gift will allow us to fulfill
our promise to our community and fulfill our mission for years to come.
Your importance to our organization as a friend into the future can be recognized by inclusion on our founders and sustainers wall in the lobby of our shelter. Plaques for past, present and future donors are included as our thankfulness to you, as well as an encouragement to others to follow your generous lead.
Your personal attorney or financial planner can thoroughly explain the benefits to you and assist in setting up your planned gift for HAWS.
YES! I'd like to make a Gift for Tomorrow to HAWS!
Download the HAWS Planned Giving Form here.
GIFTS IN MANY PACKAGES
Gifts of Stock, Bonds, Mutual Funds
These properties can allow the donor to avoid the capital gains tax. The value of the gift has tax deduction benefits.
Gifts of Insurance
Life insurance policies naming the Humane Animal Welfare Society as the beneficiary may be purchased. All premiums paid by the donor are deductible as cash contributions. If HAWS is named as the secondary or final beneficiary, the funds received will be a charitable deduction with regard to federal estate taxes.
Gifts of Real Estate
Donating assets that have increased in value can save the donor capital gains taxes, generate a current tax deduction and reduce federal estate tax.
Note: All references to tax advantages and benefits are made in accordance with current tax laws. Since such laws change frequently, a professional familiar in this area should be consulted at the time the gift is being considered.
MAKING A UNRESTRICTED BEQUEST
The following clauses are recommended for making an unrestricted bequest donation. Your personal attorney or financial advisor can provide additional wording.
"The Humane Animal Welfare Society of Waukesha County Inc. is to receive..." (note percent of your net residuary estate after payment of all debts and taxes).
"The Humane Animal Welfare Society of Waukesha County Inc. is to receive the sum of ..." (indicate specific amount).
"The Humane Animal Welfare Society of Waukesha County Inc. is to receive property at the following address..."
(for real estate bequests).
"This bequest is unrestricted, and the board of directors may use the gift for the benefit of the Humane Animal Welfare Society of Waukesha County Inc. in any manner it deems appropriate."
©2012 Humane Animal Welfare Society (HAWS) | 701 Northview Road | Waukesha, WI | 53188 | 262-542-8851
Member, Wisconsin Federated Humane Societies, Inc. | Winner of the 2010 Waukesha County Executive Awards: Large Non-Profit of the Year.
HAWS is an animal shelter that offers pet adoption, dog training, kids camps, spay and neuter programs, and humane pet education. Waukesha Wisconsin’s Humane Animal Welfare Society is the Inaugural Winner of the "Chamber's Choice Award" presented in 2008 by the Waukesha County Chamber of Commerce and the Small Business Times. HAWS is a 501(c)(3) tax-exempt non-profit organization. | License #267280-DS
HAWS Companion Circle
The new legacy society for those who have included or plan to include
HAWS in their will or