Planned Giving and Bequests

A planned gift or bequest is an excellent way to help the Roanoke Valley Horse Rescue Inc. carry on with its work, both today and in the future, while ensuring that your own financial goals are met.

Make an Outright Gift

Direct cash gifts are the most common form of giving and can either be unrestricted to the Roanoke Valley Horse Rescue Inc. or restricted for a specific program. (We suggest you contact ROANOKE VALLEY HORSE RESCUE INC. before making a restricted gift so that we can ensure that your gift will be managed in a way that carries out your wishes.) Gifts of long-term held appreciated stocks or other property free you from capital-gains tax on the appreciation when the gift is made. Direct gifts of cash and/or appreciated property are immediately tax deductible up to a certain percentage of your adjusted gross income (50 percent for gifts of cash, 30 percent for appreciated property). Likewise, in both cases, any excess can be carried for deductions over five additional years.

Leave a Bequest

Providing for the Roanoke Valley Horse Rescue Inc. in your will is an easy way to support our work on behalf of animals. Simply ask your attorney to include a charitable bequest to Roanoke Valley Horse Rescue Inc. in your will. A codicil is an addendum that inserts new provisions into an existing will. Because the laws governing wills and bequests can vary from state to state, the ROANOKE VALLEY HORSE RESCUE INC. strongly advises you to consult an attorney to create your will or codicil in order to ensure that it is legally binding.

Establish a Charitable Gift Annuity

Charitable gift annuities are a great way to make a substantial contribution to the Roanoke Valley Horse Rescue Inc. while ensuring that your own financial needs are met. With a gift of cash or securities (minimum $5,000), you can have the satisfaction of making a major gift to ROANOKE VALLEY HORSE RESCUE INC., receiving a tax deduction, and receiving guaranteed fixed payments for life (for yourself and/or another annuitant). The payout rate on a gift annuity is based on your age (and, if appropriate, the age of the second annuitant) at the time the gift is made.

Add a Beneficiary to your Retirement Plan

By naming the Roanoke Valley Horse Rescue Inc. a beneficiary of your IRA, 401k, 403b, pension, or other retirement plan (s), you can make a significant charitable gift while leaving other, less taxable assets to your heirs. Many plans simply require you to fill out a form listing the ROANOKE VALLEY HORSE RESCUE INC. as a beneficiary. (Please check with your plan administrator or financial advisor for the best way to add or change beneficiaries of each plan.) Retirement benefits paid to the ROANOKE VALLEY HORSE RESCUE INC. as beneficiary are not subject to estate or income tax, making them ideal vehicles for planned giving.

Add Roanoke Valley Horse Rescue as a Beneficiary or Alternate beneficiary on your life insurance policy.

If you have already included ROANOKE VALLEY HORSE RESCUE INC. in your plans, please call us at (540) 797-1999 or Contact us and let us know.