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Legacy Fund

Consider Leaving a Legacy for our community pets

What is a Legacy Gift?
A Legacy Gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, Legacy Gifts are most often granted once the donor has passed away. Legacy Gifts can enhance your financial plans and security in addition to helping Humane Society of Moab Valley continue our mission. By including a Legacy Gift to Humane Society of Moab Valley in your will or living trust, your gift may entitle your estate to a federal estate tax charitable deduction.

Why is a Legacy Gift to Humane Society of Moab Valley important?
Leaving a legacy gift to Humane Society of Moab Valley is a simple, yet significant contribution to a future where every pet in our community has a safe, healthy, happy life and a forever home. Planned giving is a vital source of income for HSMV, ensures we can continue our mission, and assures that our pets receive responsible care now and into the future. You can keep improving our animals’ lives in perpetuity through planned giving. Your financial advisor or attorney can help you choose the right planned gift for you and your family.

How do I make a Legacy Gift?
A bequest to HSMV (or any other charitable organization) is simple to establish. Just name Humane Society of Moab Valley in your will, trust, retirement plan, or life insurance policy, along with our contact information and tax I.D. number and the dollar amount or percent of your estate you wish to contribute.

Sample language: "I give to Humane Society of Moab Valley, a Utah nonprofit organization, tax ID: 87-0644812, located at P.O. Box 1188, 956 Sand Flats Road, Moab, Utah 84532, (the sum of $ ___ ) or ( __ percent or all of my residual estate) to be used for its general purposes."

Gifts included in wills and living trusts are popular because they are flexible, easy to arrange and may be changed with your life circumstances. A gift of a particular amount may be designated for general use or to fund a special need. Real estate, stocks and other items of value are examples of properties that can also be used to fund charitable bequests.

Designating a beneficiary to receive assets such as an IRA, 401(k), 403(b), pension, or life insurance policy is an easy and flexible way to give because you can review and adjust beneficiary designations anytime you want. A beneficiary designation form provided by your plan custodian allows you to retain full ownership and access to the assets during your lifetime and the charity receives only what is left at the end of your lifetime. Ask your bank manager, financial advisor or attorney for assistance in documenting your wishes.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.

To learn more about ways to support HSMV, or to inform us of a planned gift you have established, please contact:

Leigh Ryan
Executive Director
Humane Society of Moab Valley

956 Sand Flats Road
Moab, UT 84532
Phone: (435) 259-4862

Tax ID: 87-0644812

Humane Society of Moab Valley is a 501(c)(3) registered nonprofit.




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