The Elizabeth Morris Legacy Society
Make a lasting impact through planned giving, offering potential tax benefits, lifelong income, and support for animal care.
Join the Elizabeth Morris Legacy Society
The Elizabeth Morris Legacy Society honors the visionary supporters who have included Morris Animal Refuge in their estate plans. Planned gifts are a meaningful way to ensure that your legacy will support our mission for years to come. Common planned giving options include: Bequests, Gifts of Retirement Assets, Gifts of Life Insurance, Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts and real estate.
Planned Giving
Planned giving offers you the opportunity to make a more significant, lasting impact at Morris Animal Refuge while complementing your personal financial goals. A planned gift can help generate lifelong income, provide valuable tax deductions, reduce or eliminate estate taxes, and transform low-yielding assets into a higher income stream at a reduced capital gains cost.
How to Include Morris in Your Will
To make a bequest to Morris Animal Refuge, you may use the following language:
I give, devise, and bequeath to Morris Animal Refuge, a non-profit corporation in the Commonwealth of Pennsylvania with its principal offices at 1242 Lombard Street, Philadelphia, PA 19147, (the sum of $____) (all or ____% of my residual estate) to be used for its general purposes.
Morris Animal Refuge’s Federal Tax ID is: 23-1352237.
Name Morris as a Beneficiary
If you own any of the following accounts, you can name Morris Animal Refuge as a beneficiary by completing a Beneficiary Designation Form. This process is typically quick and can often be completed online or through a short form from your account administrator:
Retirement Accounts (401(k), IRA, Pension)
Commercial Annuities
Life Insurance Policies
Brokerage Accounts
Bank Accounts
Get in touch!
If you have included a bequest to Morris in your will, please let us know so we can acknowledge your generosity as a member of our Elizabeth Morris Legacy Society by emailing Grace Erikson at gerikson@morrisanimalrefuge.
