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Love of Animals Leads to Legacy Gift

Yolanda and Marv Fiala are animal lovers and appreciate that HSPPR provides the opportunity to other animal lovers in the Colorado Springs community to find four-legged companions.

Yolanda and Marv Fiala are animal lovers and appreciate that HSPPR provides the opportunity to other animal lovers in the Colorado Springs community to find four-legged companions.

Yolanda and Marv Fiala of Colorado Springs put their devotion to animals front and center: The couple has two dogs and a cat, all adopted.

"I'm like a marshmallow when it comes to animals," jokes Yolanda. The couple adopted their cat, Luna, in 2007 and Lara, a black lab mix, in 2011. A year later, they added Lola, a yellow lab mix.

"We thought it would be a good idea for Lara to have a companion," says Yolanda.

The couple dote on their animals, taking the dogs with them on regular jaunts away from home—Lara and Lola especially enjoying the trips to the mountains.

The Fialas have contributed to the Humane Society of the Pikes Peak Region (HSPPR) since 1996 and have made provisions for HSPPR in their wills.

"That way, we can help make the Humane Society a better place both for the animals and the Colorado Springs community," says Yolanda, who appreciates HSPPR's education programs and the opportunity it gives others to find their own four-legged companion.

"What a wonderful way to adopt an animal," she adds. "By going to the Humane Society and finding an animal who truly needs a home."

"We and the animals in our care are blessed by the loyal support of Yolanda and Marvin," says CEO Jan McHugh-Smith. "Their monthly gift helps us save lives every day of every month, and with their planned estate gift, Yolanda and Marv are making sure that future generations of animals will also benefit from their caring legacy."

The Fialas and nearly 200 other loyal supporters are providing automatic, monthly donations as part of the Animal Ally program. Will you consider joining the Fialas to provide steady support that helps save lives every month of the year?

There are many different ways to support HSPPR in its quest to save more animals, such as donating your vehicle, making a special tribute gift to honor or remember a beloved person or pet, facilitating a matching gift through your employer, becoming a volunteer, or attending HSPPR events. Visit our website or contact Randy Harrelson at (719) 302-8737 or rharrelson@hsppr.org to learn more.

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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