Gifts That Cost You Nothing Now
Gifts in a will or by beneficiary designation are two easy ways to build a just and compassionate world for all animals for years to come — and they don’t cost you anything now.
If you have already included a gift in your estate plans to benefit the future of Lollypop Farm, be sure to let us know so that we may best honor your wishes.
Gifts in a Will
A gift in your will is one of the easiest ways to create your legacy and offers the following benefits
LASTING IMPACT
Your gift will create your legacy of compassion for animals in need and our community.
FLEXIBLE
You can alter your gift or change your mind at any time and for any reason.
NO COST
A gift in your will costs you nothing now.
Four simple, “no-cost-now” ways to give in your will
General gift
Residuary gift
Specific gift
Contingent gift
You can mix these no-cost options together. For example, you might consider leaving a specific percentage (such as 50%) of the residual to the Humane Society of Rochester and Monroe County for the Prevention of Cruelty to Animals, Inc., contingent upon the survival of your spouse.
Gifts by Beneficiary Designation
A gift by beneficiary designation is one of the easiest gifts to give because it costs you nothing now, doesn’t require a lawyer, and you can change your beneficiaries at any time. Name Lollypop Farm as a beneficiary of your retirement account, life insurance plan, bank account, or other assets.
By naming Lollypop Farm as a beneficiary of these assets, you will make your love of animals your lasting legacy and provide for the future of animals in need.
Potential benefits of gifts by beneficiary designation:
Types of Gifts
Retirement plan assets
Life insurance policies
Bank or brokerage accounts
This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals. The next time you visit your bank, you can name Lollypop Farm as the beneficiary of a checking or savings bank account, a certificate of deposit (CD), or a brokerage account.
Funds remaining in your donor-advised fund
What remains in a donor-advised fund is governed by the contract you completed when you created your fund. When you name Lollypop Farm as a “successor” of your account or a portion of your account value, you enable a humane community that will ensure a better future for animals in our community.
How to update a beneficiary designation:
Simply contact your financial institution to request a beneficiary designation form. You may also be able to log in to your account and update your beneficiaries online.
Please use our legal name: The Humane Society of Rochester and Monroe County PCA, Inc.
Please let us know so we can ensure that your wishes are carried out.
Our Team is Here to Help!
Our experienced team is here to help you…
- Learn about special projects that align with your interests.
- Structure a donation that maximizes benefits for you and your loved ones.
- Stay up to date on how your gift is used.
- And more!
Complimentary planning resources are just a click away!
Learn more about easy ways to leave a legacy with our free guides!
