Friends of the Animal Shelter Legacy Society
The Legacy Society recognizes contributors who include a provision for Friends of the Animal Shelter in their estate plans. A bequest provision in a will, living trust, life insurance policy or retirement plan all qualify the donor for membership in the Legacy Society. If you have a permanent fund at a community foundation and make provisions for Friends of the Animal Shelter to receive a gift(s) after your death, this qualifies you as a member.
Three ways to become a member of the Legacy Society
(1) The most popular way to leave a legacy gift is to add Friends of the Animal Shelter as a beneficiary in your will or living trust. Here is a sample bequest language for your consideration:
“I give and bequeath to Friends of the Animal Shelter (Tax ID #94-3153463), a nonprofit corporation located at Phoenix, Oregon, for its (general or endowed) purposes, ______(dollar amount, percentage of estate, or residual of estate), giving preference to supporting programs for the Jackson County Animal Shelter).”
(2) You may also consider naming Friends of the Animal Shelter as a beneficiary of a life insurance or retirement savings plan. Simply fill out and submit a beneficiary change form directly to your fund administrator. You may need the following information.
Name of beneficiary: Friends of the Animal Shelter (FOTAS)
Birth: July 1990 (our founding year)
Tax ID number: 94-3153463
Address: PO Box 1013, Phoenix, Oregon, 97535
(3) If you have a fund or are considering establishing a fund of any kind at your local community foundation, let your representative know that you intend to leave Friends of the Animal Shelter a legacy gift. The community foundation may have suggestions of how you can accomplish this using existing or new fund vehicles.
Please inform Friends of the Animal Shelter of your future gift.
As you are completing the plans for your future gift, include in your paperwork Friends of the Animal Shelter Legacy Society membership form. Submitting the membership form to Friends of the Animal Shelter is an important, complementary step to ensure that your intentions are clear and accomplished.
Contact Tilly Gibbs via email or 541-601-2642 for more information. Thank you for considering joining fellow Southern Oregonians as we come together to help find new homes for animals by leaving a legacy for Friends of the Animal Shelter.
Please note: The information provided here is not intended to be financial advice; please consult a financial adviser before making changes in your estate.