Planning Giving
The Halina Leonard Legacy Society
Named in honor of our founding donor, these are special friends who have made a provision in their estate plan to advance the work and mission of The Foundation. You too can become a celebrated member.
A gift through your will or trust is a popular method for leaving a bequest and is easy to accomplish with the assistance of your attorney.
With proper planning, you can provide for the future financial security of your loved ones first. Then you can designate The Foundation for the Horse, and possibly your other charitable interests, to receive:
- All or a portion of the remainder.
- A percentage.
- A specific dollar amount.
- Specific property.
Using your retirement plans or life insurance
You may decide to support The Foundation for the Horse through gifts from a life insurance policy or any amount remaining in a retirement account beyond what you would like your family or others to receive. Just request a change of beneficiary form to make your instructions known.
Bank and investment accounts
In many states, it is possible to specify that whatever remains in bank accounts becomes a charitable gift that will pass free of estate tax and outside the probate process. This can be accomplished by filling out a simple change of beneficiary form.
Establishing a charitable remainder or lead trust
For more information about charitable trusts and their benefits, please contact us at (859) 705-0430 or info@foundationforthehorse.org
Contributing gifts of real estate
A gift of real estate can be an excellent way to make a meaningful gift to The Foundation for the Horse. Properties such as houses, farms, vacation homes, office buildings, undeveloped land, and rental property are common choices.
Making a gift of stock securities
When considering what assets to use to make a gift to The Foundation for the Horse, stocks, bonds, mutual funds and other securities can be an attractive option and offer special tax benefits. Congress has provided that you can deduct the full value of such gifts, including any amount that would be owed in capital gains tax if sold (thus no capital gains tax is due on the gift).
Important: In order to receive a tax receipt for gifts of appreciated securities, please notify us of the transaction by contacting us at (859) 705-0430 or info@foundationforthehorse.org
The Halina Leonard Legacy Society
Named in honor of our founding donor, these are special friends who have made a provision in their estate plan to advance the work and mission of The Foundation. You too can become a celebrated member.
A gift through your will or trust is a popular method for leaving a bequest and is easy to accomplish with the assistance of your attorney.
With proper planning, you can provide for the future financial security of your loved ones first. Then you can designate The Foundation for the Horse, and possibly your other charitable interests, to receive:
- All or a portion of the remainder.
- A percentage.
- A specific dollar amount.
- Specific property.
Using your retirement plans or life insurance
You may decide to support The Foundation for the Horse through gifts from a life insurance policy or any amount remaining in a retirement account beyond what you would like your family or others to receive. Just request a change of beneficiary form to make your instructions known.
Bank and investment accounts
In many states, it is possible to specify that whatever remains in bank accounts becomes a charitable gift that will pass free of estate tax and outside the probate process. This can be accomplished by filling out a simple change of beneficiary form.
Establishing a charitable remainder or lead trust
For more information about charitable trusts and their benefits, please contact us at (859) 705-0430 or info@foundationforthehorse.org
Contributing gifts of real estate
A gift of real estate can be an excellent way to make a meaningful gift to The Foundation for the Horse. Properties such as houses, farms, vacation homes, office buildings, undeveloped land, and rental property are common choices.
Making a gift of stock securities
When considering what assets to use to make a gift to The Foundation for the Horse, stocks, bonds, mutual funds and other securities can be an attractive option and offer special tax benefits. Congress has provided that you can deduct the full value of such gifts, including any amount that would be owed in capital gains tax if sold (thus no capital gains tax is due on the gift).
Important: In order to receive a tax receipt for gifts of appreciated securities, please notify us of the transaction by contacting us at (859) 705-0430 or info@foundationforthehorse.org