Planned Giving
Learn About Wills

Including HSTB in your will or trust can create a lasting impact for animals in need while helping you plan your legacy.

View Bequest Language
Overview

A bequest is one of the easiest gifts to make. With help from an advisor, you can include language in your will or trust specifying that a gift be made to family, friends, or Humane Society of Tampa Bay as part of your estate plan.

Benefits of a Bequest
  • You leave a lasting legacy to be remembered.
  • You lessen the burden of taxes on your family.
  • You may receive estate tax savings.
What Are My Options?

Specific gift: You can gift a specific dollar amount or asset.

Percentage gift: You can gift a percentage of your estate.

Residual gift: You can gift from the balance or residue of your estate.

Beneficiary designation: You can make a beneficiary designation of certain assets.

Key Benefits

Easy to Include

A bequest can be added to a will or trust with help from your advisor.

Flexible Options

Choose a dollar amount, asset, percentage, residual gift, or beneficiary designation.

Lasting Impact

Your plan can continue HSTB's work for animals well into the future.

Speak With Our Team

Have questions about this giving option? Our team would be happy to help.

How Do I Get Started?

Review HSTB’s bequest language with your attorney.

Bequest Language
Tax ID Information

Humane Society of Tampa Bay

Tax ID (EIN): 59-0799907

Estate gifts may have tax and legal implications. Please consult your attorney or financial advisor.

Explore Other Ways to Give
Sample Language

In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to the Humane Society of Tampa Bay in your estate plan. We have provided some basic bequest language to assist you and your attorney.

If you are considering making an outright bequest to Humane Society of Tampa Bay, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Humane Society of Tampa Bay, a nonprofit organization located at 3607 North Armenia Avenue, Tampa, FL, 33607, Federal Tax ID #59-0799907, for Humane Society of Tampa Bay’s general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Humane Society of Tampa Bay, a nonprofit organization located at 3607 North Armenia Avenue, Tampa, FL, 33607, Federal Tax ID #59-0799907, for Humane Society of Tampa Bay’s general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Humane Society of Tampa Bay, a nonprofit organization located at 3607 North Armenia Avenue, Tampa, FL, 33607, Federal Tax ID #59-0799907, for Humane Society of Tampa Bay’s general use and purpose.

If you are considering making a bequest of a percentage of your estate to Humane Society of Tampa Bay, we recommend the following language:

Percentage Bequest

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Humane Society of Tampa Bay, a nonprofit organization located at 3607 North Armenia Avenue, Tampa, FL, 33607, Federal Tax ID #59-0799907, for Humane Society of Tampa Bay’s general use and purpose.

new text

Residual Bequest

I hereby give, devise and bequeath to Humane Society of Tampa Bay, a nonprofit organization located at 3607 North Armenia Avenue, Tampa, FL, 33607, Federal Tax ID # 59-0799907, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Humane Society of Tampa Bay’s general use and purpose.

new text

Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Humane Society of Tampa Bay, a nonprofit organization located at 3607 North Armenia Avenue, Tampa, FL, 33607, Federal Tax ID # 59-0799907, DESCRIPTION OF PROPERTY to be used for Humane Society of Tampa Bay’s general use and purpose.

Restricted Bequests

If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give Humane Society of Tampa Bay flexibility should it no longer be possible for Humane Society of Tampa Bay to use your gift as you originally intended:

If, in the judgment of the Board of Directors of Humane Society of Tampa Bay, it shall become impossible for Humane Society of Tampa Bay to use this bequest to accomplish the specific purposes of this bequest, Humane Society of Tampa Bay may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Speak With Our Team

We are here to help you plan a gift that’s right for you and you’re loved ones.

Download Our Estate Planning Guide

Our free guide explains common giving options and how you can make a lasting difference.

Download PDF
Tax ID Information

Humane Society of Tampa Bay

Tax ID (EIN): 59-0799907

Contributions are tax-deductable to the fullest extent allowed by law.

Explore Other Ways to Give
  • Gifts of Real Estate
  • Gifts of Retirement Assets
  • Gifts of Stocks & Bonds
  • Donor Advised Funds
  • Learn About Wills