The Purple Paw Legacy Society
The Purple Paw Legacy Society (PPLS) honors a group of special friends who have made a commitment to Canine Assisted Therapy (C.A.T.) to support our mission through their estate plan. These gifts are essential to ensuring the longevity and sustainability of our services for years to come by providing reliable future resources to support our work.
Paws for a Purpose: Plan Your Legacy
If you’d like to support the future of Canine Assisted Therapy and have a long-term impact that lasts far beyond your lifetime, consider including C.A.T. in your estate planning. Join the Purple Paw Legacy Society and become a part of a community committed to making a lasting difference for generations to come.
WAYS TO INCLUDE CANINE ASSISTED THERAPY IN YOUR LEGACY PLANNING
Wills and Living Trusts: Include C.A.T. in your will by designating Canine Assisted Therapy as a beneficiary in your will or trust. A bequest is a simple way to make a meaningful impact without affecting your current financial situation. Contact your attorney or estate planner to determine if this is right for you.
Beneficiary Designation: Name C.A.T. as a beneficiary of your life insurance policy, IRA, 401(k), or other retirement accounts and support our mission while potentially reducing estate and income taxes for your loved ones. Contact your provider/institution for more information.
Charitable Gift Annuity (CGA): A CGA can be a thoughtful way to provide reliable income for yourself and/or a loved one while also making a gift to support C.A.T.. For more information about this and other giving vehicles, please consult your professional advisor.
*This is for informational purposes only and is not intended as professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained.
SUGGESTED WORDING: The following is suggested wording that can be used to incorporate Canine Assisted Therapy, Inc. into your will. Please note that these are suggestions and it is important to consult with your attorney or estate planning professional when preparing legal documents.
PERCENTAGE BEQUEST: "I give, devise and bequeath to Canine Assisted Therapy, Inc. (tax identification number 27-0700622), a charitable corporation organized under Florida law, ____% of my estate to be used in support of its charitable mission.”
RESIDUARY BEQUEST: “I give, devise and bequeath to Canine Assisted Therapy, Inc. (tax identification number 27-0700622), a charitable corporation organized under Florida law, the rest and residue of my estate.”
BEQUEST FOR A SPECIFIC AMOUNT: “I give and bequeath to Canine Assisted Therapy, Inc. (tax identification number 27-0700622), a charitable corporation organized under Florida law, the sum of $___________.”
CONTINGENT BEQUEST: “In the event that {name or names; i.e., spouse, children, sibling, heirs} shall not survive me, or shall die during the administration of my estate, within ___ days from the date of my death, or as a result of a common disaster, then I give, devise and bequeath those beneficiaries’ shares of my estate to Canine Assisted Therapy, Inc. (tax identification number 27-0700622), a charitable corporation organized under Florida law.”
