Bequests

​​A bequest is a gift in your will or living trust and it is one of the simplest wars to leave a charitable legacy to those who most need your help. Your will or revocable trust provides the flexibility of specifying exactly how you wish to provide for the animals.
 
You could leave any of the following:
  • A specific item or property
  • A gift of a specific dollar amount
  • A percentage of your entire estate
It is important to note that a bequest of property under your will or revocable trust to the Humane Society of St. Lucie is deductible for estate tax purposes at the full market value. Often, this results in substancial tax savings. Your gift also entitles you to a federal estate tax charitable deduction.
 
Sample bequest language: "I wish to leave (amount or percentage) to the Humane Society of St. Lucie County of Fort Pierce, FL to be used for its tax-exempt purposes."
 
If you have already included the Humane Society of St. Lucie County in your estate and have not notified us, please contact David Robertson by email at drobertson@hsslc.org. 
 
Next Steps
 
1.  Contact David Robertson by email at drobertson@hsslc.org for additional information on bequests.

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2. Seek the advice of your financial or legal advisor.
 
3. If you include the Humane Society in your plans, please use our legal name and federal tax ID:
The Humane Society of St. Lucie County, Inc.
P.O. Box 14199
Ft. Pierce, FL 34979
Federal Tax ID Number: 59-0836088
 
 

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