Planned Giving/Leaving a Legacy

Please consider including us in your Will or Living Trust

Plan for your Pet’s Future

Gifts by Will or Living Trust for the benefit of the Lake Norman Humane may be for a specific dollar amount, a percentage of your estate, or the residual amount of your estate after other distributions are made and expenses are paid.

Sample Bequest Language

The following are examples of statements that could be used to prepare a bequest or Trust designation. We would be happy to work with you, your attorney, or your financial advisor to develop specific language to most accurately communicate your wishes.

Specific Bequest – Unrestricted

“I give (the sum of $_______) to the Lake Norman Humane; a private, nonprofit 501(c)(3) organization; to be used to further its mission as the Board of Directors, in their discretion, may deem appropriate.”

 Specific Bequest – Restricted

(For information about specific areas of interest, please contact Maria Roberson, President at (704) 878-8823 or e-mail at maria@lakenormanhumane.org).

“I give (the sum of $_______) to Lake Norman Humane; a private, nonprofit 501(c)3 organization. This bequest may be combined with the organization’s other funds for purposes of investment and reinvestment, and shall be used by Lake Norman Humane in support of (a specific area of interest). If, at any time, in the judgment of the Board of Directors, it is impractical or impossible to carry out this purpose, then the Board of Directors may use this bequest for such other purposes as shall be determined by the Board of Directors to be consistent with my interests and intentions.”

Residuary Bequest – Unrestricted

“I give all of (or a specific percentage of) the residue and remainder of my estate to Lake Norman Humane; a private, nonprofit 501(c)3 organization; to be used to further its mission as the Board of Directors, in their discretion, may deem appropriate.

Lake Norman Humane

PO Box 3937
110 Robinson Road
Mooresville, NC 28117

 

Continuing Care Program

What will happen if your pet outlives you?

While it may be difficult to think about, it is  necessary for all pet owners to consider.

Lake Norman Humane’s Continuing Care Program ensures a safe, bright future for pets whose caretakers precede them in death. Pets enrolled in the program are placed with new families that are carefully selected by our staff.

This program is reserved for members of our Best Friend’s Society, which is composed of LKNH supporters who have included us in their estate plans.

Joining the Best Friend’s Society and Continuing Care Program is easy:

1. To learn about the many different options for including Lake Norman Humane

2. Complete a non-binding Statement of Testamentary Provision describing your estate plans for Lake Norman Humane.

3. Mail the form back to Lake Norman Humane, PO Box 3937, Mooresville, NC 28117

4. We will contact you to complete our Continuing Care Agreement and Enrollment forms. These forms help us understand your pet’s breed, traits and personality.