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Planned Giving

Leave your legacy to support Handi-Dogs' future.

Thank you for your interest in considering including Handi-Dogs as a beneficiary in your Estate Planning. This is an important first step in exploring how you can further support seniors, and people of all ages with disabilities, enrich their lives through the training of service, therapy, and companion dogs. Planned gifts provide the resources to preserve our future.

There are several easy ways in which you can include Handi-Dogs as a beneficiary in your estate planning:

  • Monetary donation designated in your Will or Revocable Trust. See sample language at the bottom of this page.
  • Name Handi-Dogs as the beneficiary of your:
    • Life Insurance Policy 
    • IRA
    • 401 (k)
    • other qualified retirement plan
  • Explore with your accountant and attorney:
    • Charitable Gift Annuities – immediate or deferred
    • Charitable Lead Trusts
    • Charitable Remainder Annuity Trusts
    • Charitable Remainder Unitrusts

    When you are planning your estate, please remember to plan for your pets' care as well.  Click here to access a document about things to consider.

HANDI-DOGS, INC. FEDERAL TAX ID NUMBER: 95-3247091 

Notice of Planned Giving

If you have or intend to name Handi-Dogs as a beneficiary in your Will or Retirement Plan, we would like to thank you. Please let us know the information below and send it to: Handi-Dogs, Inc., Attn: JoAnn Turnnbul / Planned Giving, 75 S. Montego Dr., Tucson, AZ 85710 or call 520-326-3412.

We would appreciate knowing:

  • if you have provided a bequest for Handi-Dogs in your Will / Retirement Plan
  • if you intend to provide a bequest for Handi-Dogs in your Will / Retirement Plan
  • if you would like to speak with a Handi-Dogs representative about the best way to include Handi-Dogs inyour Will / Retirement Plan. 

Sample language for remembering Handi-Dogs in your Will.

A charitable bequest to Handi-Dogs allows you to leave your legacy to continue your support of seniors, and people of all ages with disabilities, enrich their lives through training of service, therapy and companion animals. Any charitable bequest is deductible as an estate tax charitable contribution which may reduce your estate taxes.

Outright Bequest

I give, devise and bequeath the sum of _____________ dollars (or percentage, or describe property) to Handi-Dogs, Inc., 75 S. Montego Drive, Tucson AZ 85710 to be used for its general purposes.

Residuary Bequest (Leaves any remainder after all other bequests have been paid,)

I give, devise and bequeath all (or any percentage) of the residue and remainder of my estate to Handi-Dogs, Inc., 75 S. Montego Drive, Tucson AZ 85710, to be used for its general purposes.

Contingency Gift(Takes effect only if a primary intention can’t be met.)

If (name of beneficiary/s) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to Handi-Dogs, Inc., 75 S. Montego Drive, Tucson AZ 85710 all of the rest, residue, and remainder of my estate, to be used for its general purposes.

 


 

 

 

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