Leave a Legacy

When you include H.A.L.O. as a beneficiary in your estate planning, you will create a legacy that will last for generations and help create a world with no more homeless pets. Legacy gifts enable H.A.L.O. to achieve long-term financial stability and sustainability.

Whether you choose to have your planned gift start working today, or defer it until later, there are many ways you can make a difference in the lives of homeless pets.

  • Bequests by Will or Trust
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Outright Gifts of Assets
  • Endowment Fund
  • Stock Sharing

You may also name H.A.L.O. as a beneficiary to your:

  • Life Insurance Policies
  • Retirement Plans (including IRA’s)
  • Annuities

There are many other options for planned giving that can provide you with tax benefits while also helping homeless pets. Through a planned gift you may be able to reduce income tax and estate taxes owed. Some types of gifts virtually eliminate estate taxes, while others greatly reduce the amount of tax you are responsible for during your lifetime. It is important to explore your options so that both you and the animals receive the full benefit of any considered gift.

H.A.L.O.’s Tax ID number is 20-8466866 and the legal name is Helping Animals Live and Overcome. This information is required for estate planning documents you may prepare with a financial institution or attorney’s office.

Note: H.A.L.O. can help you in your planned giving and bequests, but we strongly encourage you to consult with an attorney or other expert of your choice. For further advice from us, please email Jacque Petrone at JPetrone@halorescuefl.org or call 772-589-7297.

           

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