Become a Forever Friend: 
Making a Difference through Planned Gifts

Have you ever wondered how you can help animals now and in the future? Your legacy of dollars, real or personal property, stocks and bonds, insurance, and other gifts can dramatically improve the lives of the homeless animals at the Woodford Humane Society.

Forever Friends is a group of Woodford Humane Society supporters who have made a lasting commitment to helping homeless animals by making a planned gift. This legacy club is a means for us to recognize their profound contribution to our future.

Many people believe that the only way to support the Woodford Humane Society financially is through outright gifts of cash or property that they currently have. While current donations are indeed vital to our survival, they are not the only way to give. Planned Giving is a unique and often overlooked tool that not only allows you to ensure that our work will continue into the future, but also helps you fulfill your charitable and giving objectives.


How do I make a planned gift to the Woodford Humane Society?

Its easy. The simplest way is through a gift in a will or a living trust. If you are considering making a provision for the work of the Woodford Humane Society in your estate planning, and would like to share this information with us, it will, of course, be treated as strictly confidential.

Besides a bequest, there are other options that can provide you with tax benefits while also helping the animals. A planned gift may increase your current income or provide additional retirement income, while reducing your taxes. It is important to explore your options with your attorney or financial planner so that both you and the animals receive the full benefit of any considered gift.

Examples of Planned Giving

  • Bequests Through Your Will

  • Charitable Trusts

  • Life Insurance Gifts

  • Retirement Plans

  • Stock or Securities

  • Property or Real Estate

The Four P's of Planning

An estimated 70% of Americans do not have an estate plan. But, estate planning can be easy and inexpensive if you start by following the Four Ps of Planning:

People: List everyone you would like to benefit from your assets: family, friends, and charitable organizations such as the Woodford Humane Society.

Property: Next, list all of your worldly possessions, including assets such as your home, life insurance, retirement funds and property.

Plan: Outline your estate distribution plan. Who should benefit, and what portion of your assets would you like each of them to receive?

Planners: Finally, identify planners who can advise you. This includes tax attorneys, accountants or financial consultants.

Must I have a large estate in order to make a gift?

Not at all. Anyone can leave a gift. "Estate" is simply a word used to describe money or property that you own at the time of your death.


Some Important Facts

An estate is everything you own at the time of your death.

An executor is the person you appoint in your will or trust to see that your wishes and instructions are carried out after your death.

An administrator is a person who is appointed by the court to settle your affairs if you die without leaving a will or trust, or if the named executor does not act.

Inheritance is the process by which your possessions are passed on to your family after your death.

Intestate is the name for the situation that arises when someone dies without making a valid will or trust. The law then decides how your possessions will be distributed. 

A bequest is a gift by will or trust of personal property such as cash, securities or other tangible property.

A beneficiary is an individual or organization who is to receive something from your will or trust.

A codicil is a change or addition to your existing will or trust.

Chattel is your furniture, car and personal possessions.

A deferred gift is a gift that is made now although the organization does not reeive the benefit until some time in the future.

The Heart of It All

The Woodford Humane Society is a non-profit animal adoption center in Versailles, Kentucky. We care for the homeless and unwanted animals in Woodford County and surrounding counties, as well as animals from other states. We have welcomed thousands of animals since 1975 and strive to find good loving homes for every one of them. We never set a time limit on how long a pet can stay with us, and we do everything in our power to make their stay with us enriching and comfortable. 

With no government funding, we are completely dependent on private contributions to continue to provide care to more than a thousand animals every year. Since 2007 we have placed more than 90% of our pets into their forever homes (the national average for groups like ours is around 25%).

Our mission is to promote the well-being of animals through SAVE: Spay/neuter, Adopt, Volunteer and Educate

 

 


"For me, the Woodford Humane Society was the logical choice!....If you love animals, any amount you can donate through your will is certain to be of great help."
 
      
 ~
Deb W, a Forever Friend

 

Carol W. passed away in 2007 but had made sure to include the Woodford Humane Society in her will. Her longtime friend Tim says "Carol would say 'every little bit helps'....I know her goodwill lives on."

 

Margaret P. provided for the animals in her will and her executor shares "Margaret appreciated so very much the work of the Woodford Humane Society in caring for all of her 'four legged friends.'"

 

As Trustee for her cousin's estate, Sharon K. had to select a charity to receive a portion of Margaret B.'s estate. Sharon selected the Woodford Humane Society, saying  "Margaret, my cousin, had always loved dogs...she knew that I was an animal lover."

 

Ruth H. asked her trusted adviser for a recommendation of a charity that would make good use of the bulk of her estate when she died. Her adviser recommended the Woodford Humane Society, as they were both aware of our reputation as good stewards of funds entrusted to us. 


 

To become a Forever Friend, you can download and mail in this Statement of Intent. Your privacy is assured.

 

Always provide your financial or legal advisor with our legal name "Woodford Humane Society" and federal tax identification number 61-0992070 to help ensure that your giving objectives are met.

Copyright 2015 Woodford Humane Society   All Rights Reserved.