Wills & Trusts
Make an impact while planning for your future
We also offer the ability to create a free Revocable Living Trust
Everybody needs a will
Whether you’re 18 or 108, everyone should have a will in place. People use wills to choose who gets their property, name guardians for minor children, provide a plan for pets, and more.
Through a will, many people also choose to leave a part of their estate to Happy Paws Animal Rescue and make an impact on the causes they love, for years to come.
Why give in your will?
Common gifted assets in wills and trusts
- Financial accounts
- Real estate
- Vehicles
- Brokerage accounts
- Crypto and NFTs
- Personal property
Beneficiary Designations
Make us a beneficiary of your IRA or other “non-probate” assets
Why beneficiary designations are so powerful
Assets not included in your will are called non-probate assets. Examples are 401(k)s, IRAs, life insurance policies, and other accounts. Designating Happy Paws Animal Rescue as a beneficiary can have a big impact and may avoid unwanted taxes for your heirs.
Charitable benefits
Common gifted assets for beneficiaries
- IRA
- 401(k)
- Life insurance
- Joint real estate
- Joint bank accounts
- Joint property ownership
Popular gifts for today
Many people love these donation options because they fit with their personal circumstances and financial goals.
Gifts that pay you back
Transfer securities, cash, or other property to Happy Paws Animal Rescue and we’ll manage the investment of the assets and pay an income to you, your designated beneficiaries, or both. Receive payments for the rest of your life or, in some cases, up to a certain number of years.
Tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.
Planned giving helps fuel our mission
A gift in your will creates a foundation for the future. Our work today is important, but it is equally, if not more important, to ensure that our organization can continue well into the future.
We’ve been donating to Happy Paws for years so it just made sense to include them in our estate plan. Our animals have impacted us deeply and we are happy to support the rescue’s mission for years to come.
Tammy and John Parker
Planned gift donors
Frequently Asked Questions
A non-probate asset is an account or other asset that won’t be governed by the decisions you make in a will. Instead, these accounts commonly have an assigned beneficiary that you choose. Types of non-probate assets include many retirement accounts, life insurance, some bank accounts and some assets (like a house or vehicle) that you jointly own with another person.
Yes. You are always free to revise or update your estate plans.
Yes. You are always free to revise or update your estate plans.
No. Legacy Commitments can take many forms and are not defined by their size. Some people choose to leave a percentage of their estate or designate a portion of a particular asset. What matters is thoughtfully considering the people and purposes you want your estate plan to reflect.
No. Legacy Commitments can take many forms and are not defined by their size. Some people choose to leave a percentage of their estate or designate a portion of a particular asset. What matters is thoughtfully considering the people and purposes you want your estate plan to reflect.
No. Legacy Commitments can take many forms and are not defined by their size. Some people choose to leave a percentage of their estate or designate a portion of a particular asset. What matters is thoughtfully considering the people and purposes you want your estate plan to reflect.
No. You can usually make these easily and at no cost to you.
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
Yes. You are always free to revise or update your estate plans.
Yes. You are always free to revise or update your estate plans.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: John Doe
Title :Senior Manager of Planned Giving
Phone: 212-555-5555
Email: jdoe@happypaws.org
Already included us in your estate plan? Let us know