An easy way to save more animals for generations to come.
Including Cape Ann Animal Aid as a beneficiary in your will can make a loving and lasting legacy that ensures that what matters to you lives on. This can also reduce the tax payable by your estate. Learn more and about how adding one sentence to your will or living trust helps ensure that we continue our life-saving work for years to come. The language below can be used to direct a gift to Cape Ann Animal Aid.
SAMPLE LANGUAGE FOR UNRESTRICTED BEQUEST
“I give, devise and bequeath to the Cape Ann Animal Aid Association (CAAA), a 501 C (3) charitable non-profit corporation, tax identification number 042374914, headquartered at 4 Paws Lane, Gloucester, MA 01930, the sum of $____________ or __________% of my residual estate (or an accurate description of securities, real estate or other property given) to be used for the general purposes of the said organization.”
SAMPLE LANGUAGE FOR UNRESTRICTED BEQUEST
“I give, devise and bequeath to the Cape Ann Animal Aid Association (CAAA), a 501 C (3) charitable non-profit corporation, tax identification number 042374914, headquartered at 4 Paws Lane, Gloucester, MA 01930, the sum of $____________ or __________% of my residual estate (or an accurate description of securities, real estate or other property given). This gift shall be used for __________ (here describe in broad general terms the desired purpose or division).”
Escape Clause: In the case of a restricted gift it is wise to include a saving or escape clause so that the donor’s gift can continue to be useful to Cape Ann Animal Aid if conditions change in a way that would nullify or make impractical the original purpose.
SAMPLE LANGUAGE FOR A CONTINGENT BEQUEST
A contingent bequest provides first for family and friends. It benefits CAAA only if other heirs do not survive. They are usually utilized in trust documents.
"If any of the above-named beneficiaries should predecease me, then I give, devise and bequeath to Cape Ann Animal Aid Association (CAAA), a 501 C (3) charitable non-profit corporation, tax identification number 04-2374914, headquartered at 4 Paws Lane, Gloucester, MA 01930, all property, real or personal, which said beneficiary or beneficiaries would have received if said beneficiary or beneficiaries would have survived me."
SAMPLE LANGUAGE FOR UNRESTRICTED BEQUEST
“I give, devise and bequeath to the Cape Ann Animal Aid Association (CAAA), a 501 C (3) charitable non-profit corporation, tax identification number 042374914, headquartered at 4 Paws Lane, Gloucester, MA 01930, the sum of $____________ or __________% of my residual estate (or an accurate description of securities, real estate or other property given) to be used for the general purposes of the said organization.”
SAMPLE LANGUAGE FOR UNRESTRICTED BEQUEST
“I give, devise and bequeath to the Cape Ann Animal Aid Association (CAAA), a 501 C (3) charitable non-profit corporation, tax identification number 042374914, headquartered at 4 Paws Lane, Gloucester, MA 01930, the sum of $____________ or __________% of my residual estate (or an accurate description of securities, real estate or other property given). This gift shall be used for __________ (here describe in broad general terms the desired purpose or division).”
Escape Clause: In the case of a restricted gift it is wise to include a saving or escape clause so that the donor’s gift can continue to be useful to Cape Ann Animal Aid if conditions change in a way that would nullify or make impractical the original purpose.
- “If, in the opinion of the Board of Directors of CAAA, all or part of the remainder of this bequest cannot be usefully applied to the above purpose, they may use the same for any purpose within the general powers of the organization which in their opinion will most nearly accomplish my wishes and purposes.”
SAMPLE LANGUAGE FOR A CONTINGENT BEQUEST
A contingent bequest provides first for family and friends. It benefits CAAA only if other heirs do not survive. They are usually utilized in trust documents.
"If any of the above-named beneficiaries should predecease me, then I give, devise and bequeath to Cape Ann Animal Aid Association (CAAA), a 501 C (3) charitable non-profit corporation, tax identification number 04-2374914, headquartered at 4 Paws Lane, Gloucester, MA 01930, all property, real or personal, which said beneficiary or beneficiaries would have received if said beneficiary or beneficiaries would have survived me."
Gifts made through a will or trust can be directed to a particular purpose. Before creating a restricted gift, please check with our team to be sure that we can use your gift as you intend.
If you’ve already named CAAA in your will or trust, please contact us so that we can express our deepest thanks.
If you’ve already named CAAA in your will or trust, please contact us so that we can express our deepest thanks.
Cape Ann Animal Aid is a registered 501(c)3 nonprofit organization and all contributions are tax-deductible as allowed by law. (EIN 04-2374914)We do not share information about our donors with any other group, company, or organization.
