HOW TO REMEMBER CANINE COMPANIONS FOR INDEPENDENCE IN YOUR WILL OR LIVING TRUST
Sample Language for a Bequest
Percentage Bequest
"I give to Canine Companions for Independence, Tax ID
94-2494324, headquartered in Santa Rosa, California, ____% of my estate to
be used in support of its charitable mission."
Specific Bequest
"I give to Canine Companions for Independence, Tax ID
94-2494324, headquartered in Santa Rosa, California, the sum of $_____ (or
specify a specific asset to gift) to be used in support of its charitable
mission."
Residuary Bequest
"All of the rest, residue and remainder of my estate I give to Canine Companions for Independence, Tax ID 94-2494324,
headquartered in Santa Rosa, California, to be used in support of its
charitable mission."
"Residue" refers to the portion of your estate that remains after all
debts, expenses and specific bequests to others have been fulfilled.
DONATIONS OF LIFE INSURANCE, IRAS OR OTHER RETIREMENT ASSETS
Retirement accounts and life insurance benefits typically pass by "beneficiary designation" and are not controlled by a will or trust. To designate Canine Companions for Independence as the beneficiary of this type of asset you can complete a "change of beneficiary" form. Your account administrator or insurance company can provide the form. Most forms request a social security number. When naming Canine Companions as a beneficiary, please use our Tax ID 94-2494324.
For more information about including Canine Companions for Independence
in your estate plans, please contact the Planned Giving Department at
(707) 577-1789 or
800-572-2275
This is merely suggested wording;
please consult your attorney or an estate planning professional when
preparing legal documents
.
When your planning is complete, please join the Heritage Society.
The Heritage Society was created to honor individuals who have included
Canine Companions for Independence in their estate plans.
Enrollment is simple. Let us know that you've made Canine Companions part of your legacy by enrolling today.
Join the Heritage Society now by completing our Enrollment Form
