CREATE YOUR LEGACY
Gifts in wills and other planned gifts
When you make a gift in your will or another planned gift, you become a part of the Soldier’s Legacy Circle and receive invitations to special events.
Planned and legacy gifts for Soldier’s Best Friend
Gift planning helps you turn your savings into lifesaving while meeting your personal, financial, and estate-planning goals.
Here are some asset types you can use to make a current or future gift to Soldier’s Best Friend. Click each link below to learn more.
If you have included Soldier’s Best Friend in your will, please let us know!
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Making a gift to Soldier’s Best Friend through your will or revocable living trust is a simple and flexible way to save the lives of veterans and homeless dogs for years to come. By preparing your will or revocable trust now — either through a specific gift or contingent gift — you can enjoy peace of mind, knowing that you have taken care of those you love and the causes that are important to you.
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You can name Soldier’s Best Friend as a primary life insurance beneficiary or as a contingent beneficiary should your primary beneficiaries not survive you.
When you make a gift of life insurance, the benefits from your policy pass to Soldier’s Best Friend, free of federal estate tax, after your lifetime.
You can also make an irrevocable gift of a paid-up life insurance policy
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This is a powerful and easy way not only to help touch 2 lives, but also to save on taxes. By making a gift to Soldier’s Best Friend through your appreciated stock donation, you may be able to avoid capital gains tax and you’ll save lives today and ensure a bright, safe future for veterans to come.
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This planned giving option allows you to make a gift to Soldier’s Best Friend without it counting as taxable income.
A charitable individual retirement account (IRA) rollover is a wonderful option for people 70 ½ and older. That's because it allows you to make a gift to the animals — up to $100,000 — without the distribution counting as taxable income.
This giving option is a direct contribution made from your traditional or Roth IRA to a public charity like Soldier’s Best Friend, and it is a great option if you don't normally
itemize your charitable deductions. -
A gift of your retirement assets from your IRA, 401(k), 403(b), pension, or other tax-deferred plan is an excellent way to help Soldier’s Best Friend for years to come.
If you're like many people, you probably will not use all your retirement assets during your lifetime. Why not allocate the remainder to charity giving and help save lives?
These gifts can include retirement accounts, such as a 401(k), 403(b), or IRA; health savings accounts; donor advised funds; brokerage accounts; and other financial accounts,
including CDs, money market, savings, and checking, that allow transfer on death (TOD) or payment on death (POD) designations.
Make a lasting investment in the future of Soldier’s Best Friend
To leave a gift to Soldier’s Best Friend in your will or trust, simply share the suggested language with your attorney or financial advisor.
If you are considering making an outright bequest to Soldier’s Best Friend, we recommend the following language:
