Leave specific assets or a portion of your estate
Give cash, stock, appreciated real estate or other property, publicly traded securities or bonds.
Life Insurance, Retirement Plans, Savings Accounts:
Designate Service Dogs, Inc. as beneficiary
Gifts offering lifetime income for you and your spouse:
Set up a charitable remainder unitrust or charitable remainder annuity trust
Gifts with retained lifetime interest for you and your spouse
Give a remainder interest in a residence or farm
Gifts of Income
Set up a charitable lead trust
Your financial planner, lawyer or advisor can explain the details and tax benefits of these and other planned giving arrangements. Often, the donor receives the tax benefit now and the contribution is paid later when their estate is probated. These types of gifts make a HUGE difference in helping SDI and we’re always grateful for them! E-mail Sheri if you have a questions about creating your legacy.