Estate Planning

LEAVE A LEGACY OF H.E.A.L.ING

Please help us to continue to save animals facing abuse, abandonment and even death by making H.E.A.L. Sanctuary part of your Estate Planning or Planned Giving.

H.E.A.L. Sanctuary’s Planned Giving program offers an opportunity for you to use your assets for charitable purposes. We provide a range of gift plans to serve your financial and philanthropic objectives, maximize financial and tax benefits, and leave a lasting and impactful legacy of H.E.A.L.ING.

BEQUEST: You can make a bequest to H.E.A.L. Sanctuary by directing in your will and/or your revocable living trust that certain assets be transferred to H.E.A.L. Sanctuary after your lifetime. Please discuss your estate plans with your attorney or tax advisor.

INSURANCE POLICIES: You can name H.E.A.L. Sanctuary as the beneficiary or contingent beneficiary of a life insurance policy.

RETIREMENT PLAN ASSETS: Gifting your retirement assets to H.E.A.L. Sanctuary by naming H.E.A.L. Sanctuary as a designated beneficiary in the plan or IRA document.

CHARITABLE REMAINDER TRUST (CRT): A CRT is a way that you can make a future gift to H.E.A.L. Sanctuary now while receiving either a fixed income (Charitable Remainder Annuity Trust—CRAT) or a variable income (Charitable Remainder Uni-trust—CRUT) from the value of the assets placed in the trust. Please speak with your attorney or tax advisor to discuss the tax advantages of creating a lifetime or testamentary CRT.

Our lawyer can help answer your questions on ways to give. Just fill out the form and we’ll respond as soon as possible.

Estate Planning