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Karen and Erin Jordan: Finding Family at the Humane Society

Erin and Karen Jordan find joy and love with their “furry” family.For Karen and Erin Jordan, the Humane Society of the Pikes Peak Region (HSPPR) is about family. They began volunteering together when they were dating, and they've adopted many of their "children" from HSPPR. Today, the Jordans work tirelessly and give generously to ensure that other families can find one another at HSPPR.

In their 18 years as volunteers, Karen and Erin have filled a long list of roles at the Humane Society, including kitty cuddler, dog walker, foster parent, volunteer trainer, community educator, animal transporter and special events helper. They have an equally extensive list of reasons for volunteering. Among them are many community outreach programs that promote homeless animals, the strong support for military families with displaced pets, and the cooperation with other area agencies to rescue and protect animals in harm's way.

"We have an excellent save rate and offer a safe place for unwanted animals," Erin says of HSPPR.

Throughout the years, dogs, cats and hamsters have been welcomed into Karen and Erin's family. In addition to providing for the lucky animals who make their home with them, the couple also shares their resources with the animals at HSPPR. They frequently donate supplies and make regular cash donations.

"The Humane Society does good things with the money," Karen stresses. "We really believe in their mission to support the animals in the area, investigate cruelty cases and find homes for as many pets as possible."

Karen and Erin have designated a bequest to HSPPR in their estate plan, because they adopted most of their "fuzzy kids" through the Humane Society. This guarantees them that the state won't make decisions about where their money goes when the time comes.

"Karen and Erin Jordan bring a lot of support and dedication to HSPPR, whether it be financial gifts, donations of tangible goods, volunteerism and event participation," says Jan McHugh-Smith, President and CEO of HSPPR. "We are honored and humbled to also be included in their estate plan."

"You can't pay HSPPR back for taking care of your kids [pets] until you could find them," Karen says, "but you can pay it forward financially and through volunteering to help HSPPR take care of other kids until they can find their own homes."

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to the Humane Society of the Pikes Peak Region 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

"I give to the Humane Society of the Pikes Peak Region, a nonprofit corporation currently located at 610 Abbot Lane, Colorado Springs, CO 80905, or its successor thereto, ______________* [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 HSPPR 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 HSPPR 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 HSPPR 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 HSPPR where you agree to make a gift to HSPPR 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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