Estate Planning with Project Wildlife in Mind

If you have any questions about
making a bequest to Project
Wildlife, a program of San Diego
Humane Society, please contact:
Estate Planning
with
Project Wildlife
in Mind
Nicole Roman, Esq. the Director
of Estate and Gift Planning
at (619) 243-3443 or
[email protected]
WILDLIFE TRIAGE CENTER
887 1/2 Sherman Street
San Diego, CA 92110
We Are Here to Help You
Project Wildlife is here to work with you
and your legal advisors in designing a gift
suited to your particular needs.
If you choose to leave a bequest, we will see
that it is put to the greatest use in helping
animals who cannot help themselves.
Once you have made provisions for Project
Wildlife, a program of San Diego Humane
Society, please let us know so that we can
thank you now for your future support
by inviting you to our Humane Heritage
Circle. We recognize members on a donor
wall and hold an annual recognition event.
SAN DIEGO CAMPUS
5500 Gaines Street
San Diego, CA 92110
ESCONDIDO CAMPUS
3450 E. Valley Parkway
Escondido, CA 92027
OCEANSIDE CAMPUS
2905 San Luis Rey Road (dogs)
572 Airport Road (cats, small animals)
Oceanside, CA 92058
For general inquiries,
contact 619-299-7012
We sincerely appreciate your consideration
of Project Wildlife, a program of San Diego
Humane Society as you make plans for the
distribution of your estate. It is because of
your kindness that we can continue to rescue,
rehabilitate and relieve pain and suffering for
injured, orphaned and sick wildlife patients for
years to come.
Federal Tax ID: 95-1661688
Tax exempt 501(c)(3) California
nonprofit organization.
UNITED FOR A MORE HUMANE SAN DIEGO
Your Will or Living Trust
Other Options
Your will and trust allow you to distribute
your property as you wish for family,
friends and causes you believe in. If
you already have a will or trust, you can
normally add or increase a charitable
bequest with a simple one page
amendment. And of course, no federal
estate taxes will be due on the value of the
bequest.
RETIREMENT PLANS
You can:
The following are five common ways of
making a bequest, along with suggested
language:
You can name the Project Wildlife
program as the primary or secondary
beneficiary of all or a portion of your life
insurance policy. If your policy is paid in
full, you can donate the policy and receive
a tax deduction now.
• Donate a Percentage of Your Estate
CHARITABLE GIFT ANNUITY
• Make a Specific Dollar Bequest
You can provide a gift to the Project
Wildlife program and receive both income
and a charitable tax deduction. You may
also qualify for capital gains tax reduction
and deferral.
• Designate a specific dollar amount or
piece of property to be given to Project
Wildlife, a program of San Diego
Humane Society
• Designate a percentage of your overall
estate
• Name the Project Wildlife program as a
contingent beneficiary, should one or more
primary beneficiaries not survive you
If you have an IRA, 401(k) or 403(b)
plan, you can name Project Wildlife, a
program of San Diego Humane Society,
as a primary or secondary beneficiary to
receive all or a portion of the proceeds
from your retirement plan.
LIFE INSURANCE POLICIES
• Make a Specific Gift of Property
• Make a Residuary Bequest
• Make a Contingent Gift
In order to leave a gift to the Project
Wildlife program in your will or trust, you
can use the following language:
“I give [dollar amount, specific item or
percentage of estate] to San Diego Humane
Society, a nonprofit 501(c)(3) corporation
(Tax ID 95-1661688) to be restricted to their
programs and services which assist injured,
orphaned and sick wild animals (currently
called the Project Wildlife program).”
For more information, contact Nicole Roman at (619) 243-3443 or [email protected]