Planned Giving

MAKE A SUSTAINABLE IMPACT

Making a planned gift is one of the best ways to support  Spirit's Promise Equine Rescue. Planned gifts allow donors to make a significant impact on the lives of young people over an extended period of time while taking advantage of many benefits, which may:

• Fulfill your charitable goals

• Reduce your taxes

• Increase your income

• Converse your family’s wealth

• Be designated to reflect your special interests

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PLANNED GIFTS CAN BE MADE IN ON OF MANY WAYS:

• Appreciated Securities |the IRS allows you one of its most significant tax breaks for gifts of appreciated securities.

• Real Estate |make a gift through a transfer of residential, commercial, or undeveloped real estate

• Will or Living Trust |igve without affecting your cash flow during your lifetime

• Retirement Plans | your retirement plan may be worth more when donated

• Life Insurance |reate a significant endowment without dipping into your capital assets

• Charitable Gift Annuities |receive a fixed payout and significant tax benefits

• Charitable Lead Trusts |freeze the taxable value of your appreciating assets by using them to make gifts today and pass them to family members later

• Charitable Remainder Trusts |combine a charitable gift with a predictable fixed-income payout to meet your financial needs

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If you are interested in any of our Planned Giving options, we will be pleased to work with you and your advisors to develop a planned gift that best suits your particular needs. For additional information or assistance, please contact our Development Office at 631-875-0433 or email supportus@spiritspromiserescue.org for assistance.