Your planned gift to Leader Dogs for the Blind will help us continue to increase independence to individuals who are blind, visually impaired or Deaf-Blind. By carefully planning your gift, you may be able to stretch the value of your donation, enabling your generosity to accomplish much more.
If you remember Leader Dog in your estate plan, we ask that you share this information with us so we can personally thank you by inviting you to become a member of our Legacy Society.
For more information about making a planned gift, please contact our philanthropy department at 888-777-5332 or email firstname.lastname@example.org.
Charitable Bequest in a Will or Trust
A charitable bequest stipulates that a specific amount (a percentage or the remainder of your estate) be given to Leader Dog after your lifetime. Gifts from your estate to Leader Dog are exempt from estate tax.
Life-Income Gifts (Charitable Gift Annuities)
Life-income gifts provide income to a donor and/or another individual, such as a spouse. The donor realizes income tax savings for the year in which the gift is given to Leader Dog. A charitable gift annuity, for example, provides a guaranteed income for a spouse or other loved one, and a deferred income gift annuity provides you with additional retirement income. At the end of the beneficiary’s lifetime(s), the remainder is transferred to Leader Dog.
Retirement Fund Assets
You may designate Leader Dog as a beneficiary of a specific amount, a percentage or the remainder of your retirement assets. Gifts from your retirement fund to Leader Dog are exempt from estate tax.
Life insurance in the form of an old policy no longer needed by the original beneficiary or a newly created policy to benefit Leader Dog can be a helpful investment in the organization.
Small premiums now may generate a major gift in the future, and premiums for these policies often are tax deductible. Many employers provide group life insurance as a benefit, and Leader Dog may be named for a portion of proceeds.
Charitable Lead Trusts
Charitable lead trusts provide income to Leader Dog over a set number of years and then transfer assets to children or other individual(s) named by the donor. This plan enables heirs to receive assets while minimizing taxes.