Legacy Program

Estate Planning
Estate planning can sound intimidating – lots of legal complexity. In reality there are fairly simple ways to invest in your own future and support the Marin Humane Society’s valuable work at the same time. We welcome the chance to demystify the process, and partner with you to ensure the kind of future you envision.

People like you, who care about animals, have supported the Marin Humane Society (MHS) for more than 100 years. You have enabled us to advocate for and protect all animals in our community. No animal is turned away, and no animal is euthanized due to lack of shelter space. This quality of life for animals and the people who care about them is made possible by scores of generous contributors who remember MHS in their estate plans.

To help sustain MHS for its second 100 years, you may want to consider a donation that complements your own personal financial goals. Planned giving through retirement or estate plans is individualized to conform to your wishes and financial needs, as well as the needs of your family.

With our estate planning partner, we will be happy to meet with you and/or your financial advisor to discuss the benefits of planned giving, including:

  • Retirement and insurance plans - one of the simplest ways to give
  • Bequests – gifts in wills or trusts
  • Gifts of stock, real estate and other assets.

Here are a few of the ways you can incorporate MHS into your estate plans:

  • Naming the Marin Humane Society as the beneficiary in your IRA, retirement plan or insurance policy
  • Making a gift through a Charitable Remainder Trust (CRT)
  • Establishing a gift annuity
For additional information or to make an appointment, please call Joe Lisella, director of development, at 415.506.6257. The Marin Humane Society’s Federal Tax ID number is 94-1156562.

 

Marin Humane Society

171 Bel Marin Keys Blvd, Novato, CA 94949
Phone 415.883.4621

Copyright 2011