DEFINE YOUR legacy
“The true meaning of life is to plant trees, under whose shade you do not expect to sit.”
- Nelson Henderson
- Nelson Henderson
|
Establishing a legacy gift to further a cause that is important to you is one of the most gratifying and fulfilling gifts you’ll ever give. If companion animals have brought deep meaning to your life, Happily Ever After would be forever honored to steward your gift of a lifetime. There are many ways one can share a planned gift. Two of the most common methods are through bequests (estate planning) and beneficiary designations. |
Bequests
A gift in your will is often the most simple route to your legacy, and to make it as easy as possible, we're giving you a completely free way to write or start your will. Click here to start the completely free process of writing your legal will. Including a gift to HEA is a powerful way to help change the lives of companion animals for generations to come.
This tool is free to you whether you choose to include a gift to HEA or not. It can be used to create a fully valid legal will or guide you through planning your will before finding an estate planning attorney near you. FreeWill helps our supporters create plans that ensure their pets and loved ones are cared for today and always.
This tool is free to you whether you choose to include a gift to HEA or not. It can be used to create a fully valid legal will or guide you through planning your will before finding an estate planning attorney near you. FreeWill helps our supporters create plans that ensure their pets and loved ones are cared for today and always.
Already working with an attorney on your will or living trust? You can complete your gift in as little as one sentence.
“I hereby give to Happily Ever After Animal Sanctuary, Inc., a nonprofit located in Marion, Wisconsin, with a business address of E5714 Bork Road, Marion, WI 54950, and with a tax identification number of 20-4031006, the sum of __________ dollars (all or ______ percent of my estate) for its general purposes."
This type of gift ensures that HEA’s mission will be here to meet the needs of companion animals in the future.
“I hereby give to Happily Ever After Animal Sanctuary, Inc., a nonprofit located in Marion, Wisconsin, with a business address of E5714 Bork Road, Marion, WI 54950, and with a tax identification number of 20-4031006, the sum of __________ dollars (all or ______ percent of my estate) for its general purposes."
This type of gift ensures that HEA’s mission will be here to meet the needs of companion animals in the future.
Beneficiary Designations
While some prefer to leave a gift in their wills or estates, others appreciate the increased flexibility of a beneficiary designation. You might consider using:
Three simple steps is all it takes to name HEA as a beneficiary:
Thank you for considering HEA to be the recipient of these gifts from the heart. It’s truly an honor to be included in the legacy of someone who cares so deeply about the well-being of companion animals.
- IRAs and retirement plans
- Life insurance policies
- Commercial annuities
Three simple steps is all it takes to name HEA as a beneficiary:
- Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
- Decide what percentage (1 to 100) you would like HEA to receive and name us, along with the percentage you choose.
- Return the completed form to your plan administrator, insurance company, bank or financial institution.
Thank you for considering HEA to be the recipient of these gifts from the heart. It’s truly an honor to be included in the legacy of someone who cares so deeply about the well-being of companion animals.
Information for Professional AdvisorsLegal Name: Happily Ever After Animal Sanctuary, Inc.
Address: E5714 Bork Road, Marion, WI 54950 Federal Tax ID Number: 20-4031006 Contact: Marcus Reitz - [email protected] |
|
