Gifts Through Your Will or Living Trust

A gift to the Humane Society of Union County through your will or living trust is a powerful statement of your support for our mission: to provide love and hope to all animals by ensuring the humane treatment of companion animals through adoption, spay/neuter and education. It may also provide a reduction in your taxable estate.

The most common planned gift is a bequest through your will or living trust. You can arrange a gift of a specific amount, a percentage of your estate, or even all or part of the residuary of your estate. If you would like to make such a gift to the Humane Society of Union County, your attorney may wish to include language similar to the following:

“I give, devise, and bequeath to the Humane Society of Union County, now or formerly in the City of Monroe, P.O. Box 101 , in the State of North Carolina, (dollar amount or __ percent of the rest, residue, and remainder of my estate), to be used for its general purposes.”

Gifts Through Life Insurance or Retirement Plan Beneficiary Designations
Naming the Humane Society of Union County as the beneficiary of your life insurance policy or retirement plan is a simple and smart way to provide for our organization. It may also benefit your heirs through avoidance of substantial income and estate taxes.

To create a legacy for through a beneficiary designation, you may:

– Name the Humane Society of Union County as beneficiary of a retirement fund
– Name the Humane Society of Union County as beneficiary of an insurance policy