Supporting Senior Animals: A Legacy of Compassion
As an animal lover and a pioneer in senior animal advocacy, your compassion and dedication can make an extraordinary impact. By helping senior animals, you are not only giving them the love and care they deserve in their twilight years, but you are also paving the way for a brighter future in senior animal care. Through planned giving, you have the unique opportunity to ensure that this vital work continues for generations to come.
Planned giving is a meaningful way to contribute to our mission at Villa Chardonnay Horses with Wings, Inc., allowing you to make a significant, lasting gift as part of your overall financial and estate planning. Your support helps us continue our work with senior animals which are often turned away, providing them with the safe and loving environment they deserve.
Types of Planned Gifts
Gifts of Stocks and Bonds
Donating appreciated securities, such as stocks or bonds, is a simple and tax-effective way to contribute to our cause.
Benefits:
– Avoid capital gains tax on the sale of appreciated stock
– Receive a charitable income tax deduction
– Directly support our mission to care for senior animals today
Gifts of Real Estate
Donating appreciated real estate—be it a home, vacation property, undeveloped land, or commercial property—can significantly benefit our organization.
Benefits:
– Avoid capital gains tax on the sale of real estate
– Receive a charitable income tax deduction based on the property’s value
– Leave a lasting legacy that supports our work with senior animals
Gifts of Retirement Assets
Donating part or all of your unused retirement assets, such as an IRA, 401(k), or pension, is another excellent way to support our mission.
Benefits:
– Avoid potential income tax on retirement assets
– Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
– Receive potential estate tax savings through an estate tax deduction
One option to consider is leaving your heirs assets that receive a step-up in basis, such as real estate or stock, and designating your retirement assets to Villa Chardonnay. Since we are a charity, we are not taxed upon receiving IRA or other retirement plan assets, ensuring your gift is fully utilized to further our work.
Gifts of Insurance
If you have a life insurance policy that has outlasted its original purpose, consider donating it to our organization. This is an excellent way to make a significant impact.
Benefits:
– Receive a charitable income tax deduction
– If the policy is retained to maturity, you may receive additional tax deductions by making annual gifts to cover the premiums
– If we cash in the policy, you can witness how your gift supports our work
– If retained to maturity, the policy proceeds will help us continue our mission
To make a gift of life insurance, contact your provider and request a beneficiary designation form, naming Villa Chardonnay as the beneficiary.
Contact Us
If you have questions about planned giving or have already included Villa Chardonnay in your estate plans, please reach out to us. We would be honored to assist you and express our deepest gratitude for your commitment to senior animal care.
Villa Chardonnay Horses with Wings, Inc.
P.O. Box 1000, Julian, CA 92036
An Approved 501(c)(3) Charitable Organization
Your legacy can make a profound difference in the lives of senior animals. Thank you for considering this meaningful way to support our mission.
