Plan so your kindness endures beyond your lifetime!
The Legacy Partner program enables you to donate using any of our planned giving options that align with your financial goals:
- Bequests in your will or trust
- Life insurance policy donation
- Retirement plan donation
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Donor Advised Funds
If you have any questions regarding planned giving, please contact us at (916) 429-2457, ext. 313 or email Erin Bialecki at email@example.com. We also encourage you to consult with your legal and financial advisors when considering a planned gift.
Did you miss our August 2020 estate planning call? A recording of the call and slides is available below.
Did you miss our October 2019 estate planning call? Listen to a recording of the call and view the slides from the attorney.
|Bequests in your will or trust||Donate to RedRover without it affecting you financially during your lifetime.||A charitable bequest or trust distribution is deductible for federal estate tax purposes. There is no limit on the deduction your estate can claim. The gift may also be exempt from state inheritance taxes.||Include a bequest provision in your will or living trust that specifies an amount or percentage of your estate that you wish for RedRover to receive. Read more|
|Life insurance policy donation||Ensure the continued support of RedRover through a large donation without it affecting you during your lifetime.||There are potential income tax deductions if you transfer the policy to RedRover. Estate taxes can be reduced if you name RedRover as the beneficiary.||Options: RedRover as a beneficiary in your current life insurance policy, donate your paid-up policy directly to RedRover and/or start a new policy, making RedRover the owner and beneficiary. Read more|
|Retirement plan donation||Make a donation to RedRover while avoiding the tax burden for your heirs.||Give a greater gift to help the animals and reduce the estate and income taxes that your beneficiary will incur.||Name RedRover as your retirement plan beneficiary. Read more|
|Charitable Gift Annuities||Make a donation to the RedRover CGA program and receive a stream of income for your lifetime.||Transfer cash or other assets in exchange for a partial tax deduction and a lifetime stream of annual income. When you pass, RedRover receives the remainder of the balance.||Make arrangements with your attorney or contact CGA America for more information. Read more|
|Charitable Remainder Trusts||Make a donation to RedRover and receive a stream of income from the interest for a set number of years.||Transfer cash or other assets in exchange for a partial tax deduction and a stream of income for a term of no more than 20 years. When you pass, RedRover keeps the remainder of the donated assets.||Make arrangements with your attorney or contact CGA America for more information. Read more|
|Donor Advised Funds||Make a single gift to a DAF and the DAF sponsor manages the giving process for you in a tax-efficient way.||The DAF sponsor handles all record-keeping, disbursements, and tax receipts, the timing of your tax deduction can be separate from your charitable decision making and contributions are tax-deductible and any investment growth in the DAF is tax-free.||Contact your local community foundation or financial firm. Read more|