Leave a Legacy

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Creating a Lasting Legacy: Even "small" planned gifts can make a transformational difference in the lives of homeless, sick, abused and misunderstood cats in the community. These gifts ensure the organization can continue its mission for years to come.

Jane Bond (2)

Types of Legacy Giving

  • Bequest
  • Cash
  • Donor Advised Funds (DAF)
  • Life Insurance
  • Required Minimum Distribution (RMD)
  • Stocks

Another Way to Give

Community Foundation for Southern Arizona (CFSA)

  • The Hermitage has established a fund in partnership with CFSA
  • CFSA provides infrastructure and expertise to accept current or estate gifts
  • Gifts can be made at any time and designated for The Hermitage
  • Tax acknowledgment letters provided for all gifts

Important Documents & Resources

Organizational Information:

  • EIN (Tax ID): 86-0213263

Planning Resources:

Steps to Making a Planned Gift:

1. Establish - Contact your attorney and financial advisor and tell them you'd like to arrange for a planned gift to The Hermitage No-Kill Cat Shelter. Your attorney or financial advisor can then assist you in determining what type of gift best suits your personal and financial circumstances.

2. Discuss - Talk to your family and friends about your personal wishes in addressing family needs, as well as your legacy gifts.

3. Notify - Notify The Hermitage of your plans so we can appreciate your generosity.