Adoption Questionnaires:

Planned Giving

Planned Giving

You can help to provide a brighter future for homeless dogs and cats on the Central Coast by making a planned gift to Woods Humane Society. There are a number of ways to plan a gift to Woods, many of which can provide you and your estate with significant tax benefits and help to meet other financial planning needs while building a lasting legacy for future generations.

When you make a planned gift to donate to Woods Humane Society, we'll welcome you into our Legacy Circle, invite you to enjoy an annual donor luncheon and, with your permission, acknowledge you in our newsletter. Please be sure to let us know about your plans so we can have a chance to say thank you by completing and returning our Legacy Circle Form.

You may also be interested in learning about our Caring Companions Program for members of our Legacy Circle which allows you to ensure loving care for your pets in the event that they should outlive you.

Download a flyer to help you get started with planning your legacy.

You can make a lasting difference in the lives of animals!

There are many ways to leave a gift and you should work with your attorney or financial advisor to determine what is best for you and your family.

Bequest by Will or Living Trust

Percentage of your estate
[Sample language: I give and bequeath ___% of my estate to Woods Humane Society, a 501(c)(3) nonprofit organization whose principle office is currently located at 875 Oklahoma Avenue, San Luis Obispo, CA 93405, Tax I.D. # 95-2058587.]
Specific dollar amount
[I give and bequeath the sum of $___ to Woods Humane Society…]
Gift of property
[I give my property located at ___ to Woods Humane Society…]
Residuary bequest
[I give and bequeath all (or ___%) of the residue of my estate to Woods Humane Society…]
Contingent gift
[If (name of beneficiary) does not survive me, I give the residue of my estate to Woods Humane Society…]

Life Insurance Policies

You can name Woods Humane Society as the primary or secondary beneficiary of all or a portion of your life insurance policy.

Retirement Plan Assets

Woods Humane Society can be designated as the primary or secondary beneficiary of all or part of your unused retirement funds.

Charitable Trusts, Charitable Gift Annuities and More

There are many estate planning tools that may provide income and tax benefits to you during your lifetime. We would be happy to work with you and your estate planning professionals to explore these options.

Leave a Lasting Legacy

Including Woods Humane Society in your estate plans will ensure a legacy of compassion and kindness for homeless animals!

For more information on planned giving, please contact:
Jamie Relth - Director of Development
Phone: (805) 543-9316 X20

Planned Giving
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