Leaving your legacy to the Okanagan Humane Society will ensure that animals in the Okanagan are helped and cared for, for generations to follow.
Options for Giving
You may choose to leave an unrestricted gift to go to the highest priority needs of the Okanagan Humane Society or you may choose to designate your gift to one of the programs offered by the Okanagan Humane Society.
A gift in your Will may be a certain dollar amount or designated percentage of the residue of your estate. You can also bequeath a specific piece of property like a home, securities, or other financial assets. The tax benefits derived from these gifts are often quite substantial. You can also give ownership of a new or existing Life Insurance policy.
Next Steps
If you would like to leave a gift in your Will, we recommend that you engage your financial legal advisor to help create your bequest to OHS. Together, you can make decisions regarding what you want your legacy to be, how much you can afford to give, and how your estate can have the best advantage of tax planning.
If you intend to leave a gift in your Will to the Okanagan Humane Society, the process is quite straightforward. It is simply a matter of preparing your Will and including a phrase about your intention.
Sample Phrases for Your Will Areas of Greatest Need:
“I give to the Okanagan Humane Society (Registered Charity #8888 17269 RR 0001) ____% of the residue of my estate (or the sum of $__) for purposes determined by the President and Board of Directors, for the areas of greatest need.”
Program-Specific:
“I give to the Okanagan Humane Society (Registered Charity #8888 17269 RR 0001) ____% of the residue of my estate (or the sum of $__) for [Program Name] (ex. Pet Assistance Program or Rescue Program).”
For more information
Contact Marni Adams, Fund Development Specialist, at 250-448-8554 Ext 4 or fundraising@okanaganhumanesociety.com