Will

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Naming Sundance Horse Rescue as a beneficiary of your will is one of the easiest ways to ensure that charitable giving is part of your life’s legacy. In as little as one sentence, you can complete your gift. This type of donation to Sundance Horse Rescue in your will or living trust helps ensure that we continue our mission for years to come.

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IRA or Retirement Plan

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Make a difference today and save on taxes. It’s possible when you designate Sundance Horse Rescue as the beneficiary of your retirement funds. Retirement plans left to charities are not subject to income or estate tax.

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No matter your age, you can designate Sundance Horse Rescue as the beneficiary of all or a percentage of your IRA and it will pass to Sundance Horse Rescue tax-free after your lifetime. It’s simple, just requiring that you contact your IRA administrator for a change-of-beneficiary form or download a form from your provider’s website.

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Tip: It’s critical to let us know of your gift because many popular retirement plan administrators assume no obligation to notify a charity of your designation. The administrator also will not monitor whether your gift designations are followed. We would love to talk to you about your intentions to ensure that they are followed. We would also like to thank you for your generosity.

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Life Insurance​

                                         

Designate Sundance Horse Rescue as the beneficiary of life insurance proceeds, allowing these assets to pass to the beneficiaries outside of your will. This gift is as simple as updating your beneficiary designation form with the policy holder. You can designate Sundance Horse Rescue as the primary beneficiary for a percentage or specific amount. You can also make Sundance Horse Rescue the contingent beneficiary so that Sundance Horse Rescue will receive the balance of your policy only if your primary beneficiary doesn't survive you.

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Bank and Investment Accounts

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Make a charitable gift by naming Sundance Horse Rescue as the “payable on death” beneficiary of your bank and investment accounts. Sundance Horse Rescue also accepts gifts of stock. Securities and mutual funds that have increased in value, and have been held for more than one year, are one of the most popular assets to use when making a gift to Sundance Horse Rescue. Making a gift of securities or mutual funds offers you the chance to support our mission while realizing important benefits for yourself. When you donate appreciated securities or mutual funds that you have held for more than one year in support of our mission, you can reduce, or even eliminate, federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer. Our account is with Edward Jones. Securities can support Sundance Horse Rescue’s mission in two ways:

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• When you donate securities to Sundance Horse Rescue, you receive the same income tax savings that you would if you wrote Sundance Horse Rescue a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.

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• A transfer on death (TOD) account*: By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more persons or charities—such as Sundance Horse Rescue—after your lifetime.

 

Endowed Gifts

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An endowment gift to the Sundance Horse Rescue Endowment Fund provides support for horses today, tomorrow and beyond, truly ensuring all Sundance Horse Rescue horses have the care and love they need throughout their lives and for generations to come. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.

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Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at Sundance Horse Rescue. The remaining funds are reinvested to ensure long term support.