Did you know there are creative ways to support Guardian Angels Medical Service Dogs? Ways in which Guardian Angels, you and your loved ones all benefit at the same time?
Such giving techniques are called “planned gifts,” because with thoughtful planning, you create win-win solutions for you and Guardian Angels. For example:
You can make a gift that costs nothing during your lifetime.
Use the form on this page to let us know if you have already included Guardian Angels Medical Service Dogs in your estate plan or if you are considering doing so. Thank you.
You can support Guardian Angels in several simple and savvy ways without reducing your income or diminishing your savings.
Think about using assets that can be transferred to Guardian Angels without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. All of these assets can be transferred by completing a P.O.D. (Payable on Death) or T.O.D. (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.
You can name Guardian Angels in your long-term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy. Ask your bank for a P.O.D. form. Ask your retirement plan, investment account or insurance company for a T.O.D. form. Designate and donate with any of these assets. It takes less than five minutes of your time.
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you. Discussing your charitable intentions with us can lead to a much better result than going it alone â€” and will ensure that your gift is used just as you wish. We can provide valuable information about any of the creative giving techniques mentioned in these planned giving pages.
Act now to take the steps you need to be a good steward of the resources you intend to leave behind. You can contact me below, or use our request for information form to get more information.
A gift to Guardian Angels in your will or revocable trust enables you to support our mission and make a difference in the lives of future generations. A bequest:
A residual bequest comes to us after your estate expenses and specific bequests are paid:
I give and devise to Guardian Angels Medical Service Dogs, located in Williston, FL, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).
Naming Guardian Angels Medical Service Dogs as a beneficiary of a specific amount from your estate is easy:
I give and devise to Guardian Angels Medical Service Dogs, located in Williston, FL, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).
Guardian Angels Medical Service Dogs or its affiliates can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:
If (insert name) is not living at the time of my demise, I give and devise to Guardian Angels Medical Service Dogs, located in Williston, FL, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).
You may name Guardian Angels Medical Service Dogs as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.
Naming Guardian Angels as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Guardian Angels as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor’s death the plan passes to support Guardian Angels free of both estate and income taxes.
Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify Guardian Angels Medical Service Dogs. We can also assist you with the proper language for your beneficiary designation to Guardian Angels.
If you or your attorney would like Guardian Angels to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.