Matching Gifts | In Honor or Memory | In Kind Gift | Life Insurance | Gift of Stock | Planned Gift

LEAVE A LEGACY !

What is planned giving?

A gift to Days End Farm Horse Rescue (DEFHR) from your estate can insure the long-term success of our efforts while providing to you and your heirs substantial benefits today and tomorrow. That is what planned giving is all about.

There are many ways that a gift to DEFHR of cash or other assets, such as real estate, artwork, or partnership interests, can be beneficial to you in the short or to your heirs in the long-term.

Potential benefits of these kinds of gifts include:

Increased current income for the donors or others

Reduced donor income tax

Avoidance of capital gains tax

Passing of assets to family at a reduced tax cost

The ability to make a significant donation to a cause about which you feel passionate

With the assistance of a financial advisor, anyone can meet his or her charitable and financial goals. These kinds of gifts include bequests, trusts and contracts between a donor and a charity. Basic descriptions of the most popuar types of these gifts are below:

Matching Gifts:

Many companies have matching gift programs that can double or triple your contribution. Ask your employer if they will match your individual gift to DEFHR.

Honorary or Memorial Gifts:

Pay tribute to someone dear to you with a memorial gift to DEFHR. Honor your pet, your horse, your friend or family member's memory, by supporting a great cause. At DEFHR, we send out a lovely card with pictures of our horses which states that a donation was made in honor or in memory of "fill in the blank". We also incluse the name and address of the donor so recipients can send a thank you if they wish.

Gifts in Kind-

We accept donations of major items, such as cars, horse trailers, farm equipment, office equipment that can be used or sold by DEFHR to benefit the horses. Please see our wishlist for items we need!

Life Insurance:

Naming DEFHR as the beneficiary of an old life insurance policy that is no longer needed to protect your family is a simple way of making a large gift. You will benefit from a potential income tax deduction (check with your tax attorney).

Gift of Stock:

Stocks and other gifts of investment assets such as mutual funds provide an opportunity for a tax savings while supporting DEFHR.

Making a gift of stock is a simple process that takes only a few hours for us to process. Below are some timesaving instructions to deliver stock to Days End Farm Horse Rescue's Merrill Lynch account. Please let us know of your intentions, so that we may properly document your generous gift.

Contact Blair G. Hill 1-800-253-7984 or 410-884-6636 or email: Blair Hill

For Carefree, complimentary deliveries from a firm other than Merrill Lynch:

Let your Financial Advisor know of your intentions in writing, and be sure to include:

Merrill Lynch DTC 5198

For Days End Farm Horse Rescue Account #519-04455.

For stock transfers from another Merrill Lynch account: Simply instruct your Merrill Lynch Financial Advisor in writing to transfer to Days End Farm Horse Rescue Account# 519-04455.

For the donor with stock certificates: As different transfer agents have different requirements, call us and we will determine with our Securities Processing Department what documents are necessary.

Types of Planned Gifts:

Charitable Lead Trust - This trust makes payments, either a fixed amount (annunity trust) or a percentage of trust principal (unitrust), to charity during it's term. At the end of the trust term, the principal can either go back to you (a grantor lead trust) or to heirs named by you (a non-grantor lead trust). You may claim a charitable income tax deduction for funding a grantor lead trust or a charitable gift tax deduction for funding a non-grantor lead trust. Since lead trusts are typically used to pass assets to heirs, non-grantor lead trusts are far more common than grantor lead trusts.

Bequest - When you decide to leave assets to charity in your will, you are making a bequest. Your estate will receive a charitable estate tax deduction at your death, when the gift is made to DEFHR.

Gift Annuity - A gift annunity is a contract between a charity and yourself. In return for a donation of cash or other assets, the charity agrees to pay a fixed payment for life to you or to a friend or family member of your choosing. YOu also can claim a charitable tax donation. If you fund a gift annunity with long-term capital gain property, you will have to report only some of the gain, and may be able to report it in installments over many years. Income from a gift annunity can be deferred for a period of years. Deferred gift annunities are often set up by younger donors to supplement retirement income.

Pooled Income Fund-The name describes this planned gift well-- a charity accepts gifts from many donors into a fund and distributes the income of the fund to each donor or recipient of the donor's choosing. Each income recipient receives income in proportion to his or her share of the fund. After making the gift to a pooled fund, you receive a charitable income tax deduction and will not have to pay capital gains tax if the gift is of appreciated property. When an income beneficiary dies, the charity receives the donor's portion of the fund. DEFHR does not currently offer a pooled income fund arrangement, but we may in the future.

Charitable Remainder Trust- This trust makes payments, either a fixed amount (annunity trust) or a percentage of trust principal (unitrust), to whomever choose to receive income. You may claim a charitable income tax deduction and may not have to pay any capital gains tax if the gift is of appreciated property. At the end of the trust term, the charity receives whatever amount is left in the trust. Charitable remainder unitrusts provide some flexibility in the distribution of income, and thus can be helpful in retirement planning.

Retained Life Estate- You may make a gift of your personal residence or FARM, to charity and retain the right to live there for the remainder of your life. You receive an immediate income tax deduction for the gift. At your death, the charity can use or sell the property.

This information is provided to give basic information about planned giving options. We recommend that you speak with your financial advisor to get specific advice about what choices you make. If you do not have a financial advisor, we can provide a source of contacts for your review.

THANK YOU FOR HELPING THE HORSES WITH YOU CONTRIBUTIONS !

 

For more information call:
301/854-5037 or 410/442-1564
E-Mail: info@defhr.org

Physical Address:
1372 Woodbine Road
Woodbine, MD 21797

Mailing Address:
P.O. Box 309
Lisbon, Maryland 21765

directions

Days End Farm Horse Rescue, Inc. is a non-profit, volunteer based humane organization
whose mission is to ensure quality care and treatment of horses
through intervention, education, and outreach.