What will be your legacy?
Planned gifts - such as donations made through a trust, will, or retirement account - are a way to ensure your legacy continues into the future.
If you would like information on how to include ADH as part of your estate planning we would be happy to discuss various options with you.
If you’ve already included us in your estate plans, we would
love to hear from you to ensure your gift is used in a way that is most meaningful to you.
Planned Gifts Through a Will or Trust
Charitable Giving in Your Will
A will is an essential planning tool for your legacy. This document designates many important elements when you pass away, including who receives your property, names guardians for minor children, provide a plan for pets, and more. If you did not create your own will, the state has made one for you under the rules of intestacy. Unfortunately, these plans do not designate to charities, often leaving an important element of a person’s legacy unaccounted for.
Through a will, you may choose to leave a part of your estate to Assistance Dogs of Hawaii and make an impact on this cause and others that you love, for years to come.
Charitable Giving in Your Trust
A second estate planning tool that you may be considering, is a trust. A trust is a document that you create during your lifetime to hold assets that will carry out your estate planning wishes. There are many types of trusts and depending on your unique situation, one may be best for you. Consult with your estate planning attorney to learn more.
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Speak with your professional advisors about which mechanism is right for your situation, and if you are considering including Assistance Dogs of Hawaii in your plans, please reach out to us so that we can ensure that we steward your generosity in a way that is most meaningful to you.
Sample Language For Your Estate Planning Documents
Will you be meeting with your attorney soon?
Bring the following language with you to designate a legacy gift to Assistance Dogs of Hawaii...
Bequest with a specific purpose:
___% / or $___ shall be distributed to Assistance Dogs of Hawaii, a nonprofit organization, EIN 99-0353694 with an address at:
c/o WILLIAM MAURER, PE
P.O. BOX 1803 MAKAWAO, HI 96768
or its lawful successor, to be used in support of [Program/Purpose]; provided, however, that if the preceding instruction should become impossible or impractical to fulfill as determined by the Board of Directors of the beneficiary, the beneficiary may use this gift as determined by its Board of Directors.
Bequest without a specific purpose:
___% / or $___ shall be distributed to Assistance Dogs of Hawaii, a nonprofit organization, EIN 99-0353694 with an address at:
c/o WILLIAM MAURER, PE
P.O. BOX 1803 MAKAWAO, HI 96768
or its lawful successor, to be used as determined by its Board of Directors.
Beneficiary Designations
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Retirement Account
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Life Insurance
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Checking/Savings
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Investment Account
Why use a beneficiary designation?
Assets not included in your will are known as non-probate assets. These are assets that are transferred through a beneficiary designation form, or through a payable on death (POD) designation, which are each essentially a type of contract. They are relatively easy to modify or revoke and don’t necessitate the creation of a custom-drafted document like a will or a trust. Examples of non-probate assets include 401(k)s, IRAs, life insurance policies, POD bank or investment accounts, and various other accounts. Designating Assistance Dogs of Hawaii as a beneficiary can have a significant impact and potentially help avoid unwanted taxes for your heirs.
Charitable Benefits
- Receive an estate tax charitable deduction
- Potentially reduce taxes for other heirs
- Continue to use assets or property during your lifetime
- Leave a lasting legacy to Assistance Dogs of Hawaii
What information do I need?
Request a beneficiary designation form from your plan administrator. You will need the following information:
Legal name: Assistance Dogs of Hawaii
Tax id number 99-0353694
Address: c/o WILLIAM MAURER, PE
P.O. BOX 1803
MAKAWAO HI 96768