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PLANNED GIVING

Planned giving allows you to leave a legacy for yourself and your family

A legacy gift, large or small, can make a difference by helping AMAR save dogs for years to come. If you’ve been a long-time supporter of AMAR, or recently found out about the work we do and would like to help, making a bequest in your will is a powerful way to leave a lasting impact.

You can decide how your planned gift is used.

By leaving a bequest in a will to AMAR, you can allocate how or where you want that money to be spent. Because wills are fairly easy to update, you can also keep your bequest up-to-date by checking in with us on where your donations will make the most impact.

Bequest Types

Wills

Living Trusts

Life Insurance

IRA or Retirement Plans

Charitable Remainder Trusts

Planned gifts can come with tax breaks.

Depending on the type of planned gift you make, there can be some tax benefits for you. Bequests can reduce federal estate taxes for heirs, and these deductions are not limited to cash, they can include assets like real estate, IRAs, and stock. Some other types of planned gifts, such as charitable remainder trusts, are granted tax-exempt status by the IRS. However, tax advantages to planned gifts can be a little complicated, so make sure you consult with your estate planner about your particular case.

*American Maltese Association Rescue provides this planned giving information solely for educational and general information purposes. The information provided here does not constitute legal, tax or investment advice. Please consult with your tax advisor, attorney and/or financial planner when making your estate or financial plans.

 

If you or your estate professional have any questions, or you have already included us in your legacy planning, please contact AMAR by email at info@americanmalteserescue.org or by phone at (707) 964-4592. 

We thank you for your support!

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