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.
Gifts in a Will
A gift in your will is one of the easiest ways to create your legacy and offers the following benefits
Your gift will create your legacy of compassion for animals in need and our community.
You can alter your gift or change your mind at any time and for any reason.
A gift in your will costs you nothing now.
Four simple, “no-cost-now” ways to give in your will
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.
Complimentary planning resources are just a click away!
Learn more about easy ways to leave a legacy with our free guides!