Planned Giving

We believe that all living animals possess an intrinsic value which is manifested in their creation, and that humans must become a responsible steward of their care. A planned gift will help to ensure the long term financial health of HOPE and secure our ability to continue this mission.

By recognizing the HOPE Dogs in your will, trust, insurance policy, or by setting up an annuity, you can be certain the organization will be assisting homeless animals years to come. Along with donating to a great cause, a planned gift can also be a great tax deduction.

To assist you with this important process, we recommend that you contact your attorney.

There are many ways to leave a legacy of your love.

• Gifts through your Will or Trust
• Gifts of Retirement Plans
• Gifts through Life Insurance Plans
• Transfer on Death Bank or Brokerage Account

After you have made a planned gift naming HOPE as a beneficiary, we hope you will let us know. By leaving a bequest you are leaving a legacy of that love and ensuring that your estate plans reflect your values and who you are.

Will or Trust Gifts

Gifts through Will or Trust

When you make a bequest to HOPE, you will ensure that some or all of your assets will be used to help fund futures. There are several types of bequests:

• Specific Bequest – a specified amount, or specific asset, designated in your will or trust as a gift to HOPE
• Residuary Bequest – designates that a specific percentage of your estate, or all, will be paid to HOPE after payment of all other distributions, including debts, taxes, expenses and other bequests have been made.
• Contingent Bequest – specifies that your estate, or a portion of it, will go to HOPE if your other named beneficiary(ies) predeceases you.



Sample Bequest Language:

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. You can share with your attorney the following language that can be included in your will or living trust and tailored to address your specific wishes:

Retirement Gifts

Gifts of Retirement Plans

A gift to HOPE through a retirement plan (IRA, 401(k), 403(b), Keogh or other qualified retirement plan) is one of the easiest and most tax-effective ways to ensure a strong future for the HOPE Dogs and the thousands of people we help each year. Such assets, if given to an individual, will be subject to various kinds of taxes, but if given to a charity such as the HOPE Dogs, they will not be taxed.

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Life Insurance Gifts

Gifts through Life Insurance Plans

You can use your life insurance plan to fulfill your goals and meet the needs of the animals helped by the HOPE Dogs program.

You can also donate your policy to the CPAA with a designation to the HOPE Program and get a charitable deduction during the year of the gift.

Transfer Gifts

Transfer on Death Bank or Brokerage Account

An easy way to make a gift to CPAA with a designation to the HOPE Program is to name us as the beneficiary of your bank or brokerage account. You retain full control of the account during your lifetime, and on your death, any assets remaining will be transferred to HOPE Dogs.

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Other Ways to Give

When one’s beloved pet crosses over the Rainbow Bridge, the parents and children who have been with their pet for many years may want to do something special. A remembrance plaque or gift to the CPAA with a designation to the HOPE Program is a great way to help future generations of animals in your pet’s name.

In Lieu of Flowers
Sometimes when a loved one or special person in your life passes away, you may see a request to make a donation to that person’s favorite charity instead of sending flowers to the family. A donation to the CPAA with a designation to the HOPE Program is especially meaningful.