Arizona Greyhound Rescue has begun to explore additional avenues of fundraising that will provide a long-term, consistent, and reliable stream of income.
This in turn will allow us to continue on our current path of taking in more hounds, and taking on hounds with significant medical needs. These efforts include grants, sponsorships, and estate planning opportunities for those who adopt, volunteer, or are otherwise involved in our loving and caring extended greyhound family.
We hope you will consider including AGR in your estate planning, with consideration of a cash bequest, of any amount large or small.
Of course, we strongly advise that you to contact a legal advisor and/or estate planner as you consider this important step. Thank you for your support and consideration.
Make an outright gift of cash
Direct cash gifts are the most common form of giving and can either be unrestricted to AGR or restricted for a specific use. (We suggest you contact us before making a restricted gift so that we can ensure that your gift will be managed in a way that carries out your wishes.) Direct gifts of cash may be tax deductible up to a certain percentage of your adjusted gross income. Any excess deductions may be carried over into subsequent years. (Consult your tax advisor prior to making such gifts).
Leave a bequest
Providing for the Arizona Greyhound and Animal Rescue Fund in your will is an easy way to support our work on behalf of greyhounds. Simply ask your attorney to include a charitable bequest to AGR in your will. A codicil is an addendum that inserts new provisions into an existing will. Because the laws governing wills and bequests can vary from state to state, AGR strongly advises that you consult an attorney to create your will or codicil in order to insure that it is legally binding. Review the sample language below with your attorney.
Add a beneficiary to your retirement plan
By naming the Arizona Greyhound and Animal Rescue Fund a beneficiary of your IRA, 401k, 403b, pension, or other retirement plan(s), you can make a significant charitable gift while leaving other, less taxable assets to your heirs. Many plans simply require you to fill out a form listing AGR as a beneficiary. (Please check with your plan administrator or financial advisor for the best way to add or change beneficiaries of each plan.) Retirement benefits paid to AGR as beneficiary are not subject to estate or income tax, making them ideal vehicles for planned giving.
Important info that you will need:
Legal Name
Arizona Greyhound and Animal Rescue Fund
Address
8987 East Tanque Verde Road
PMB 309-153
Tucson, Arizona 85749
Telephone
(520) 886-7411
IRS ID#
86-0761748
Bequest information for the Arizona Greyhound and Animal Rescue Fund
Through a bequest, you may leave AGR a specific dollar amount or you may reserve for AGR all or a percentage of your estate after provisions for other beneficiaries have been made. You may make clear in your will whether you wish for AGR to use your gift for general support or for a specific program or purpose. You may also make a bequest to AGR in honor or in memory of someone else. All bequests to AGR are tax deductible for estate tax purposes, and there is no limitation on the size of your gift.
Below you will find the information that you need to include in your will, or, if you are revising your will, in the codicil that establishes the bequest.
The following items provide sample language for various types of bequests.
For an outright bequest of a specific dollar amount
“I hereby give, devise, and bequeath the sum of $_____ to the Greyhound and Animal Rescue Fund, IRS ID# 86-0761748, located at 8987 East Tanque Verde Road, PMB 309-153, Tucson, Arizona 85749. This is an unrestricted gift and may be used to further the objectives and purposes of the Arizona Greyhound and Animal Rescue Fund.”
Bequest to AGR for a specific purpose or program
Please contact us at AGR first to discuss the purpose or program you wish to designate so that we are best able to honor your wishes.
Following is sample language for bequeathing a specific amount of money or a percentage of your residuary estate for a particular purpose or program:
“I hereby give, devise, and bequeath the sum of $______ to the Greyhound and Animal Rescue Fund, IRS ID# 86-0761748, located at 8987 East Tanque Verde Road, PMB 309-153, Tucson, Arizona 85749, for the following use and purpose: [insert description of purpose]. However, I impose no legal or equitable obligation in this regard.”
Conditional Bequests
For a conditional bequest, insert the conditional language in one or more of the above paragraphs.
Conditional Bequests Example:
“If my husband/wife/partner does not survive me, I bequeath the sum of $_____ to the Greyhound and Animal Rescue Fund, IRS ID# 86-0761748, located at 8987 East Tanque Verde Road, PMB 309-153, Tucson, Arizona 85749. This is an unrestricted gift and may be used to further the objectives and purposes of the Arizona Greyhound and Animal Rescue Fund.”
If you intend for your conditional bequest to be used for a specific purpose or program, please contact AGR to be sure that we will be able to honor your wishes.
This is sample language for conditional bequests for a specific purpose or program:
“If my husband/wife/partner/child does not survive me, I bequeath the sum of $____ to the Greyhound and Animal Rescue Fund, IRS ID# 86-0761748, located at 8987 East Tanque Verde Road, PMB 309-153, Tucson, Arizona 85749, for the following use and purpose: [insert description of purpose]. However, I impose no legal or equitable obligation in this regard.”
If you are or know of a broker or investment advisor who would be willing to work with AGR on a reduced-fee basis, please contact us and in the Subject line,
write “AGR estate planning”.
Please note that AGR cannot ensure that any of the samples above will satisfy the laws governing wills and bequests in your state. In order to ensure that your will is legally valid, please consult an attorney when creating or revising your will.
Click here for a printable version
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