PLANNED GIVING

Planned giving affords individuals of all income levels the opportunity to give something back to the community, as even a small percentage of any estate can be bequeathed to charity.

 

The financial assets, or planned gifts, that can be used to establish a fund at Service Dogs, Inc. include:

• Bequests

• Life estates

• Retirement plan beneficiary designations

• Charitable gift annuities

• Charitable lead trusts

• Charitable remainder trusts

• IRA Contributions

 

Planned Giving provides a way to fulfill your charitable and philanthropic intentions with gifts made to Service Dogs, Inc. from your estate after your death in accordance with specific plans you have made during the course of your lifetime.

 

Indeed, some of the greatest opportunities to arrange for your charitable contributions may occur at the same time you are making other major business, personal, and financial decisions, e.g., when you write or revise a will; sell a business or other major asset; plan for retirement; and/or receive an unexpected financial windfall. Planned giving instruments can be simple, or sophisticated enough to provide for a complex array of commitments to families, friends, businesses, and charitable institutions.

 

Service Dogs, Inc. welcomes the opportunity to work with you and your financial and legal advisors to execute your philanthropic vision.