Legacy Giving and Bequests

Consider including MHAA in your estate plans, whether it be as a part of a life insurance policy, 401K beneficiary, or other type of giving. Consult an attorney for information on what would best suit your particular situation.

Bequests.  Bequests may be made for a specific dollar amount or as a percentage of your estate.  Suggested bequest language: “I, [name], of [city, state, zip code], give, devise and bequest to Mid Hudson Animal Aid [description of bequest] for its unrestricted use and purposes.”

Wills or Living Trusts. Consult with an attorney to discuss the benefits of a will or living trust.  You can arrange a gift by naming Mid Hudson Animal Aid as the beneficiary.

Securities. Bequest securities to Mid Hudson Animal Aid. This option may provide tax savings benefits to you. Please discuss with your tax advisor to determine if this is appropriate for your needs.

Retirement Plans. You may be able to name Mid Hudson Animal Aid as the beneficiary of your 401(k), 403(b), IRA or pension. Consult your company’s policy if appropriate. To determine the tax benefits to your beneficiaries, please discuss this with your financial advisor.

Life Insurance. You can name Mid Hudson Animal Aid as the beneficiary of your policy or as the owner and beneficiary. Please consult with your financial advisor to determine if this is the best option for you.

For more information, please call the shelter at (845) 831-4321 or email info@midhudsonanimalaid.org.