Most financial institutions simply need our legal name, address and tax ID number (EIN) for most beneficiary forms as follows: Legal name: Hearts That Purr Feline Guardians Mailing address: P.O. Box 36418, Tucson, AZ 85740 EIN: 46-2122623 Suggested wording for your will or trust documents: “I give to Hearts That Purr Feline Guardians (EIN 46-2122623), P.O. Box 36418, Tucson, AZ 85740, the sum of $______ (or ____% of my estate / or the residue of my estate) to support its mission.”

It can be easy to leave a legacy for the kitties. Common ways are:    A gift in your will or living trust (a “bequest”) You can leave a specific amount, percentage, or what remains after caring for loved ones. Name us as a beneficiary on a retirement account (IRA) Many donors choose this because it can be a tax-wise way to give. Name us as a beneficiary on a life insurance policy A meaningful legacy that can be easy to set up with your agent. Use payable-on-death (POD) / transfer-on-death (TOD) designations Available on many bank and brokerage accounts. A beneficiary deed on real estate, also called a transfer-on-death (TOD) deed, this instrument allows a property owner to transfer real estate to a designated beneficiary upon their death, avoiding probate while retaining full control of the property during their lifetime. While most states, including Arizona, allow this type of deed, not all do. Check yours before considering this type of legacy gift. A Charitable Remainder Trust (CRT) is a special type of trust which can provide tax savings and generate income to you during your lifetime, then you can donate the remaining assets to Hearts That Purr after your death or a specified period of time.

Depending on your situation, the following are several options that might benefit you: Donate appreciated stock or investments A powerful way to help the cats now and potentially reduce capital gains taxes. Qualified Charitable Distributions (QCDs) from an IRA A direct way to give from your IRA that can be especially tax-efficient. Donor-Advised Fund (DAF) grants Recommend a grant to support senior cats from a DAF you already have (or choose to establish). Real estate or property gifts Some donors give property during life or through their estate to reduce capital gains taxes; however, these gifts typically require our review and acceptance.

Yes. While general, unrestricted gifts help support our mission in many ways, you can specify that your gift benefits a particular purpose or program. We are happy to help you choose wording that honors your intent while also allowing flexibility as needs evolve over time.

We’d be honored to speak with you—confidentially and without obligation. Just send us a message or call us and we will get back to you promptly. Thank you!