PLANNED LEGACY GIVING
If you believe in the preservation of our iconic wild mustangs and our wild places for generations to come.
Planned Giving Options. Thank you for considering Wild Love Preserve as a part of your lasting legacy.
Bequest from Your Will • A simple, flexible and versatile way to ensure Wild Love Preserve can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest. Our wild horse conservation programs and services will greatly benefit from individuals with the foresight to include Wild Love Preserve in their estate plans.
Ways You Can Give Through a Will or Trust:
- Leave a specific dollar amount or asset to Wild Love Preserve.
- Designate a percentage of your estate to be given through your will or living trust.
- Give only the remainder, or residue, of your estate, or that which remains after bequests to loved ones have been made.
Here is an example of suggested language to include in your will or trust:
"I give and bequeath to Wild Love Preserve, a 501(c)3 non-profit corporation (Tax ID #27-3729450) , located at 8202 NE State Highway 104, Suite 102-33, Kingston, WA 98346, the sum of, or _______% of my estate, to be used for the accomplishment of its general purpose (or for a specific purpose as indicated)."
Ways You Can Give Through Other Means:
- An outright gift of cash
- Personal property
- Real estate (real estate is accepted on a case-by-case basis with minimum valuation considerations and a written appraisal)
You may designate your bequest in two ways:
- For the general purpose of Wild Love Preserve (unrestricted bequest)
- To be used to support a particular program (restricted bequest)
Please seek the specific advice of your tax advisor, attorney or financial planner to discuss and identify your individual desire and situation.
Charitable Gift Annuity • A gift annuity is a contractual agreement in which, in exchange for a minimum gift of $10,000, Wild Love Preserve will make payments to you, another person, or two people for life. Please seek the specific advice of your tax advisor, attorney or financial planner.
Retirement Assets • Retirement assets are one of the most beneficial gifts you can give to Wild Love Preserve. These funds grow tax-free until the time of withdrawal. With the innovative use of these assets, you are able to contribute generously to Wild Love Preserve as well as provide for your loved ones. Many taxes on these plans can be avoided or reduced through a carefully planned charitable gift.
Life Insurance • Life insurance is often overlooked as an asset that you can use to make gifts to Wild Love Preserve.
Charitable Remainder Trust • A Charitable Remainder Trust (CRT) is a life-income arrangement that provides you and/or other beneficiaries with a stream of income for life or for a period of years. After the trust terminates, the principal, or “remainder interest,” goes to Wild Love Preserve. Unlike other life-income arrangements, CRTs are separately invested and managed trusts. Note that Wild Love Preserve does not manage these trusts for donors.
Bank and Investment Accounts • "Payable on Death" (POD) or "Transfer on Death" (TOD) accounts name a beneficiary to receive the proceeds upon your passing. You do not have to change your will or work with an attorney or accountant. There are no fees to arrange such a gift, simply complete the beneficiary form given to you by your financial institution. You retain complete control over the funds or assets in the account while you are living, and these gifts are completely revocable.
U.S. Savings Bonds • Although it is not possible to make a lifetime charitable gift of a savings bond without first paying the tax on the interest earned, it does make an excellent asset to bequeath to tWild Love Preserve That’s because savings bonds generate “income in respect of a decedent.” That means if you die owning them, the accumulated interest is taxed before your heirs inherit them. However, if they are left to an organization like Wild Love Preserve, that tax is not due. Please inquire with your advisors about the best way to bequeath your savings bonds to Wild Love Preserve.
Gifts of Real Estate • When including real estate in your will, it is important to clearly identify the address and include a legal description of the property, such as lot and block number. When we are notified that we are a beneficiary of real estate we will likely sell the asset. The executor of the estate has the real estate appraised for tax purposes, and if there is a mortgage on the property, the mortgage is paid off and Wild Love Preserve receives the balance. As part of our gift acceptance policy, gifts of real estate are examined on a case-by-case basis.
Gifts of Stock •
Wild Love Preserve is a Registered 501(c)3, Effective August 2010, Tax ID #27-3729450