Living Will, Trust and Memorial Gifts

Planned Giving through Wills, Trusts and Insurance Policies.

 

Thank you for your interest in gifting Jamie's Legacy through your estate planning. As cat lovers and advocates, we understand the great need to provide help and continuing support. We know Estate Planning can be especially difficult and we appreciate being allowed to continue with your Legacy.

 

There are numerous ways to plan for gifting and we hope by outlining some below we make your journey easier.

 

Gifting through a Living Will or Trust

By gifting through a Living Will or Trust, you can continue your support of Jamie's Legacy and our cause through the ways below.

 

A Specific Bequest is a specified dollar amount, or specific asset, designated in your will or living trust as a gift to Jamie's Legacy.

 

A Residuary Bequest will designate that a specific percentage of your estate, or all, is transferred to Jamie's Legacy after payment of all other distributions, including debts, taxes, expenses and other bequests, have been made.

 

A Contingent Bequest will specify that your estate, or a portion of it, passes to Jamie's Legacy only if your other named beneficiary(ies) predeceases you

 

To make certain that your charitable intentions are carried out, all wills, living trusts and their codicils or amendments should be

prepared by or with the advice of your attorney.

 

Life Insurance

A gift of life insurance can provide tax advantages while providing significant support to Jamie's Legacy.

You can name Jamie's Legacy as the owner and beneficiary of a paid policy, or you can purchase a new policy with Jamie's Legacy as the owner and beneficiary.

 

You can get more information on which Path is right for you by discussing options with your professional financial or legal advisor.

 

Memorial Gifts

Memorial gifts are a very touching way to honor the passing of loved one.  Gifts of this nature can be made by noting the name of the individual being memorialized with the address to be sent to.  A personalized card will be created and sent to the family.  All donations are tax deductible. 

 

If you have named Jamie's Legacy as a beneficiary through your Will, Trust, Insurance or as Memorial Gifting please let us know.

You will have the satisfaction of knowing that cats in need will be helped by your love and generosity even after your passing.

 

If you have any questions or need additional information please contact us.