Charitable Remainder Trusts

Naming the Arizona Humane Society as the Beneficiary of a Charitable Remainder Trust

Unfortunately, the Arizona Humane Society cannot establish a Charitable Remainder Trust.

However, you may name the Arizona Humane Society as the beneficiary of a Charitable Remainder Trust established with a bank, financial institution, or investment firm. Consult your estate planning attorney, financial advisor, or tax advisor for more information.

Charitable remainder trusts allow you to ensure the future fiscal health of AHS while increasing your current income. They are particularly advantageous for appreciated assets and real estate. A uni-trust provides a variable income based on a percentage of the value of the trust assets as determined each year. Charitable remainder annuity trusts are excellent planning vehicles for older donors with appreciated stock. An annuity trust pays a fixed dollar amount each year to the income beneficiary, with the remainder benefiting the Arizona Humane Society.

To join the Legacy Circle, simply notify us of your intentions. Ask to speak with our Planned Giving Manager Lori Shepherd at 602.997.7585 ext. 2168 or to let us know of your plans. We would be honored to list your name on our Legacy Circle Donor Wall, and you’ll receive special event invitations and more.

Being a Legacy Circle member promotes awareness and encourages others to join, although you may choose to remain anonymous.