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A Gift to Last Through the Years

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Fozzy with his family, Jason Silva and Laura Henderson

Fozzy with his family, Jason Silva and Laura Henderson

Jason Silva and Laura Henderson met during college at San Jose State University and became a real family when they moved in together and adopted their first furry creature as a couple, a kitty named Max. The next kitty was Sammy. Later, after getting married in 2001, they adopted Fozzy the dog and MoMo, a kitty.

Through their experience with the San Jose Community Leadership Program and their professional affiliations, Jason and Laura began to realize the importance of aligning their financial support with organizations whose missions resonated for them. Their annual giving expanded to many charities, including Humane Society Silicon Valley.

In their 30s, the couple made the decision to create their will. They realized that they could give so much more to the organizations they cared about through a will, in the future—and still have the benefit of having a deep relationship with the organizations they care about today.

The criteria in selecting HSSV to be a recipient of their legacy gift was threefold:

  1. Laura and Jason were confident that HSSV would still be in existence many, many years from today.
  2. They trusted that HSSV would continue to have a compelling mission aligned with their own goals.
  3. They wanted to save animals' lives and build families long after their lifetime.

We are so grateful to know we are included in Laura and Jason's will. They trust us to make the best choices with their investment. Just as they trusted us to help them find a new family member recently, a puppy named Bear.

Simple Gift, Big Impact
Contact the Office of Planned Giving at 408.262.2133, Ext. 198 or to learn how you can join Laura and Jason in making a lasting difference for homeless animals in our community.

A charitable bequest is one or two sentences in your will or living trust that leave to Humane Society Silicon Valley a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I, [name], of [city, state ZIP], give, devise and bequeath to the HUMANE SOCIETY SILICON VALLEY [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to HSSV or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to HSSV as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to HSSV as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and HSSV where you agree to make a gift to HSSV and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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eBrochure Request Form

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