LEAVE A LIFESAVING LEGACY
For nearly 90 years, Halifax Humane Society has been there for animals in need — providing shelter, medical care, adoption, protection, and hope. Planned giving allows you to ensure that this lifesaving work continues for generations to come.
A planned gift is one of the most meaningful ways to express your love for animals and create a lasting impact in our community. Many planned gifts cost nothing during your lifetime, can be adjusted as your circumstances change, and may provide important tax benefits for you and your family.
Whether you want to care for homeless pets, support veterinary access-to-care programs, or ensure your own pets are protected in the future, we would be honored to help you create a plan that reflects your values and compassion.
Ways to Leave A Legacy
YOUR WILL OR TRUST
One of the simplest and most popular ways to support Halifax Humane Society is through a bequest in your will or living trust. You may choose to leave:
- A specific dollar amount
- A percentage of your estate
- The remainder of your estate after other distributions
- A gift designated to a specific program or purpose
Benefits
- Your assets remain fully under your control during your lifetime
- You may change your plans at any time
- Estate tax charitable deductions may apply
- You create a lasting legacy for animals in need
Sample Bequest Language
“I bequeath ___________ (dollar amount or percentage of estate) to Halifax Humane Society, Inc., Federal Tax ID #59-0530990, located at 2364 LPGA Blvd., Daytona Beach, FL 32124, to be used for its general purposes (or designate a specific program).”
RETIREMENT ACCOUNTS
Retirement assets such as IRAs, 401(k)s, 403(b)s, pensions, and other qualified plans can be highly taxed when left to heirs. Naming Halifax Humane Society as a beneficiary may help reduce those tax burdens while creating a lifesaving impact for animals
How It Works
Simply name Halifax Humane Society as a full or partial beneficiary through your retirement plan administrator.
Benefits
- Potentially avoid significant income and estate taxes
- Continue taking withdrawals during your lifetime
- Easily update beneficiaries if your circumstances change
- Create a powerful future gift at no cost today
GIFTS OF LIFE INSURANCE
Life insurance can be an easy and flexible way to make a future gift to Halifax Humane Society.
You may:
- Name Halifax Humane Society as a primary or contingent beneficiary
- Donate an existing paid-up policy
- Transfer ownership of a policy to Halifax Humane Society
Benefits
- Simple to arrange
- Potential estate tax savings
- Possible income tax deduction for donated policies
- Flexible and revocable beneficiary designations
GIFTS OF STOCKS, BONDS & MUTUAL FUNDS
Donating appreciated securities may allow you to avoid capital gains taxes while receiving a charitable income tax deduction for the full fair market value of the gift.
Benefits
- Potentially avoid capital gains taxes
- Receive valuable tax deductions
Support lifesaving programs immediately
Simply name Halifax Humane Society as a full or partial beneficiary through your retirement plan administrator.
CHARITABLE GIFT ANNUITIES
A charitable gift annuity allows you to support Halifax Humane Society while also receiving fixed income payments for life.
How It Works
You contribute cash or securities to establish the annuity, and in return, you or a loved one receive dependable payments for life. After the annuity concludes, the remaining balance supports the animals and programs of Halifax Humane Society.
Benefits
- Fixed lifetime income
- Immediate charitable income tax deduction
- Possible partially tax-free payments
- Opportunity to support animals while providing financial security
Requirements
- Minimum age: 65
- Minimum gift: $10,000
PET SAFE: PROTECTING YOUR PETS FOR THE FUTURE
One of the greatest concerns pet owners have is: “What will happen to my pets if something happens to me?”
Halifax Humane Society’s Pet Safe Program helps provide peace of mind by ensuring your pets will be cared for and placed into loving homes if you become unable to care for them due to death or disability.
We strongly encourage every pet owner to include pets in their estate planning. If you do not have trusted family or friends able to care for your pets long-term, Pet Safe may be an option for you.
How Pet Safe Works
When enrolled in the program:
- Halifax Humane Society will coordinate intake and care for your pet
- Your pet will receive medical and behavioral evaluation
- We will work to place your pet into a carefully selected adoptive home
- Transportation assistance may be coordinated if needed
Sugested Planned Gift
We suggest a minimum planned gift of $5,000 to support your pet’s future care and enrollment in the program.
Your planned gift may include:
- A bequest in your will or trust
- Naming Halifax Humane Society as a beneficiary of a retirement account or life insurance policy
- Transfer-on-death bank or investment accounts
- Charitable gift annuities or trusts
Transportation
If your estate documents do not specify transportation arrangements, Halifax Humane Society can work with your personal representative or trustee to coordinate safe transport to our shelter facility. Transportation costs outside Florida are the responsibility of the estate.
Enrollment Requirements
To enroll a pet in Pet Safe, we require:
- One Pet Safe Enrollment Agreement per pet
- One Pet Profile per pet
- A non-refundable $250 reservation fee per pet
PET SAFE - PET TRUST ENROLLMENT AGREEMENT
CAT INTAKE PROFILE
DOG INTAKE PROFILE
WE’RE HERE TO HELP
Planned giving is deeply personal, and we are happy to work with you and your professional advisors to help create a plan that reflects your wishes and compassion for animals.
For more information about planned giving opportunities, please contact:
Sean Hawkins, CAWA, CFRE
Chief Executive Officer
Halifax Humane Society
Federal Tax ID: 59-0530990
