Bequest Gifts

Honoring Your Lifetime Commitment to Creating a More Loving World

Continue your legacy of love by leaving a bequest gift to Heartland Farm Sanctuary.  Your bequest may provide a gift that will allow us to build needed animal care facilities at our shelter, support our animal-assisted therapy programs for children, or enable our humane education and outreach efforts to create a more loving world for all.  It is a gift that is guaranteed to transform suffering into compassion by providing a Heartland’s homestead of healing for animals and people.

Your will –with a stated bequest gift — is a legal document, and we recommend you consult a lawyer to write and/or make modifications in your will.  Every state has specific procedures for wills and the distribution of estates that must be followed or your will could be deemed invalid. Without a will, or if your will is invalid, your property and life savings will be distributed according to the laws of your state and without regard to your wish to create a more compassionate world for all.

Charitable bequests are commonly one or more of the following gifts:
  • A fixed dollar amount
  • Property (residence, farm, land, etc.)
  • Stock gift(s)
  • Personal property  (jewelry, antiques, artwork, etc)
  • A percentage of your total estate, a percentage of your estate, or the residual of your estate after other bequests are paid

In addition to a bequest gift in your will, you may also consider designating Heartland Farm Sanctuary as the sole or partial beneficiary in your life insurance policy, your retirement account (individual retirement accounts, pension plans, 401(k) plans) and your bank or brokerage accounts (saving accounts, certificates of deposit, money market accounts).  Generally, this type of bequest only requires the completion of a simple form – yet it can provide a valuable gift to Heartland that can be used immediately to further our work.

If you already have a will, you can simply write your wishes on a piece of paper, sign and date it in the presence of two witnesses who will not benefit from the change and attach it to your will (sample language below). This is called a codicil to your will, and we would be happy to provide you a sample codicil at your request.

We would be grateful to know if you have included Heartland in your estate plans if you would like to share this information with us.  If we can be of assistance, or you would like to discuss your bequest gift for Heartland, please contact our Executive Director, Dana Barre, at 608.219.1172 or email Dana.Barre@HeartlandFarmSanctuary.org

Legal Designation:

Heartland Farm Sanctuary is a 501 (c) 3 non-profit organization

Our legal name: Heartland Farm Sanctuary, Inc.

Our physical address:  11713 Mid Town Road, Verona, WI 53593

Our mailing address: P.O. Box 45746, Madison, WI  53744

Our tax ID number:  27-0244485

Sample Language:

“I hereby give, devise, and bequeath to Heartland Farm Sanctuary, Inc., federal tax identification number 27-0244485, legal address P.O. Box 45746, Madison, WI  53744,  the sum of: $________________ (or describe the real or personal property or portion of the estate) to be used for its general purposes.”

Please note: Information provided here is meant as general information only.  Heartland Farm Sanctuary encourages everyone to seek legal and financial counsel when planning a bequest gift.