Planned Giving
Bequest Language

Including the Humane Society of Tampa Bay in your estate plan is a powerful way to improve the lives of animals for generations to come. Below you’ll find guidance, benefits, and sample language to help you and your attorney craft the right bequest for your goals.

Overview

An excellent way for you to support the Humane Society of Tampa Bay’s mission is to leave us a bequest in your will, living trust, or with a codicil. 

One significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Another benefit is that you can leave a lasting legacy.

Important Considerations
Types of Bequests

There are several ways you can make a bequest to the Humane Society of Tampa Bay:

Specific Bequest: A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to Humane Society of Tampa Bay.

Percentage Bequest: Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to Humane Society of Tampa Bay.

Residual Bequest: A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to Humane Society of Tampa Bay.

Contingent Bequest: A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to Humane Society of Tampa Bay.

Key Benefits

Create a Lasting Impact

Your bequest supports animals in need and ensures our mission continues well into the future.

Potential Tax Advantages

Bequests may reduce estate taxes and help maximize the value of your estate for the people and causes you care about.

Maintain Flexibility

Bequests are revocable and can be changed or updated at any time to reflect your wishes.

Speak With Our Team

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

Donate Today & Change Lives

Give today and see the impact it will make for our animals and future generations of pets.

Tax ID Information

Humane Society of Tampa Bay

Tax ID (EIN): 59-0799907

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

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.

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

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.

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

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.

Tax ID Information

Humane Society of Tampa Bay

Tax ID (EIN): 59-0799907

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