Charitable Giving
A gift to Rancho Burro Donkey Sanctuary in your will leaves a legacy representing a cause that has been important to you in your lifetime. Your Donor Advised Fund lets you support charities you care about!
Giving Now
This allows you to witness the impact of your philanthropy, providing a sense of fulfillment and strengthening your connection to the causes you support.
- Claim an immediate charitable deduction for your donation (if you itemize).
- Potentially eliminate capital gains tax if a donation is an appreciated non-cash asset.
- Give IRA assets tax-free through QCDs if you are at least age 70½.
Giving Later
You may opt for more complex strategies, like designating a charity as a beneficiary of your life insurance policy or retirement accounts, or establishing a charitable gift annuity or trust.
- Retain control over assets during your lifetime.
- Ensure your charitable intentions are fulfilled upon your passing.
- Enjoy estate tax benefits and potential income tax savings for yourself or beneficiaries.
Planning Your Charitable Legacy
The choice about when to give depends on your charitable goals, financial goals, family needs, estate planning objectives, and desired charitable legacy. Tax benefits, either now or deferred, are also a key factor. We encourage you to consider your estate plan in consultation with your legal advisors and estate planners.
Discuss Your Charitable Wishes
If you wish to speak with us at any time regarding your charitable wishes, please use the contact form below.