HOW TO REMEMBER CANINE COMPANIONS FOR INDEPENDENCE IN YOUR WILL OR LIVING TRUST

Sample Language for a Bequest

Percentage Bequest

"I give to Canine Companions for Independence, Tax ID 94-2494324, headquartered in Santa Rosa, California, ____% of my estate to be used in support of its charitable mission."

Specific Bequest

"I give to Canine Companions for Independence, Tax ID 94-2494324, headquartered in Santa Rosa, California, the sum of $_____ (or specify a specific asset to gift) to be used in support of its charitable mission."

Residuary Bequest

"All of the rest, residue and remainder of my estate I give to Canine Companions for Independence, Tax ID 94-2494324, headquartered in Santa Rosa, California, to be used in support of its charitable mission."

"Residue" refers to the portion of your estate that remains after all debts, expenses and specific bequests to others have been fulfilled.


DONATIONS OF LIFE INSURANCE, IRAS OR OTHER RETIREMENT ASSETS

Retirement accounts and life insurance benefits typically pass by "beneficiary designation" and are not controlled by a will or trust. To designate Canine Companions for Independence as the beneficiary of this type of asset you can complete a "change of beneficiary" form. Your account administrator or insurance company can provide the form. Most forms request a social security number. When naming Canine Companions as a beneficiary, please use our Tax ID 94-2494324.

For more information about including Canine Companions for Independence in your estate plans, please contact the Planned Giving Department at (707) 577-1789 or 800-572-2275


This is merely suggested wording; please consult your attorney or an estate planning professional when preparing legal documents .

When your planning is complete, please join the Heritage Society.

The Heritage Society was created to honor individuals who have included Canine Companions for Independence in their estate plans.

Enrollment is simple. Let us know that you've made Canine Companions part of your legacy by enrolling today.


Join the Heritage Society now by completing our Enrollment Form

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