Estate and Planned Giving
Your love for animals can continue to make a difference for years to come through a planned gift to Arizona Small Dog Rescue. By including our organization in your will or estate plans, you help ensure that homeless, abandoned, and at-risk dogs will always have a safe place to go, loving care, and the chance to find forever homes.
Planned giving offers many benefits—it allows you to make a meaningful impact without affecting your current financial security, and it may also provide potential tax advantages for you and your loved ones. Whether your gift is large or small, your legacy will bring hope, comfort, and second chances to countless dogs in need.
As a member of the Arizona Community Foundation, we are fortunate to be able to extend their services for Trust and Estate Donation to our loyal supporters.
Qualified Plan Benefits
Making Arizona Small Dog Rescue your Planned Benefits beneficiary can be as simple as placing Arizona Small Dog Rescue‘s name on the beneficiary line on any one of the policies listed below:
- Life Insurance Policy
- IRA
- 401(k)
- 403(b)
- Keogh Account
- Any other qualified retirement plan
Naming Arizona Small Dog Rescue as the beneficiary of your life insurance or retirement plan is a simple and smart way to provide for Arizona Small Dog Rescue for years to come. When a retirement account is left to a charity such as Arizona Small Dog Rescue, the organization does not pay the income tax otherwise due if left to a non-spouse family member or a friend. If you no longer need the life insurance that was purchased years ago to provide for your children or other family members, please consider leaving it as a legacy to Arizona Small Dog Rescue.
Making a Bequest to Arizona Small Dog Rescue
There are many reasons to make a bequest. You may want to support Arizona Small Dog Rescue and its programs in the future, just as you may be doing during your lifetime. Giving by bequest costs nothing now, yet it may give you a great deal of satisfaction to know that your future gift will live on. Bequests are very private gifts, too. You may change your bequest at any time, and, if you wish, you may make your plans anonymously.
You don’t need a large estate to make a significant gift to Arizona Small Dog Rescue and your assets remain in your control during your lifetime.
Making a bequest is simple. You can designate Arizona Small Dog Rescue as a beneficiary in your will, trust, life insurance policy, or retirement account. A typical bequest might include a specific dollar amount, a percentage of your estate, or a particular asset. Your attorney or financial advisor can help you include the following suggested language in your plans:
“I give to Arizona Small Dog Rescue, a nonprofit organization located in Phoenix, Arizona, the sum of $____ (or ____% of my estate) for its general use and purposes.”
If you choose to include Arizona Small Dog Rescue in your will, please send us a confidential copy of the section of your will. This will give us the opportunity to express our thanks and to contact you in case there are any questions concerning your bequest. If you’ve already included Arizona Small Dog Rescue in your plans, please let us know—we’d love to thank you and ensure your gift will be used according to your wishes.