Paid Life Insurance Policies or Retirement Accounts
The gift of a funded life insurance policy or retirement account may enable you to turn a moderate monthly premium into a substantial gift to the Arizona Humane Society.
By simply naming the Arizona Humane Society as the beneficiary of your paid life insurance policy, 401(k), IRA, TSA or other retirement account, you can make a substantial future gift to benefit homeless animals. Just contact the company that holds these policies or accounts, ask for a beneficiary form, and update it to reflect the Arizona Humane Society as the primary or contingent beneficiary. You may leave all or part of these policies or accounts to the Arizona Humane Society. Note that, as a direct distribution at your passing, funds from retirement accounts will not be subject to estate tax or to income tax, making the entire balance benefit 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 firstname.lastname@example.org to let us know of your plans. We would be honored to list your name on our Legacy Circle Donor Wall, send you special event invitations and more.
Being a Legacy Circle member promotes awareness and encourages others to join, although you may choose to remain anonymous.