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Planned Giving

Create a Lasting Impact with a Planned Gift

By including Canine Assisted Therapy in your financial plans, you can ensure that the comfort, connection, and support we provide will continue to reach those in need, even in years to come. Planned gifts are a powerful way to make an enduring impact, allowing us to expand therapy dog visits and respond to urgent requests from communities that need our support the most.

WAYS TO INCLUDE CANINE ASSISTED THERAPY IN YOUR GIFT PLANNING

Donor Advised Funds (DAF): By designating Canine Assisted Therapy as a beneficiary of your DAF, you can provide consistent support to bring therapy dog visits to those in need. DAFs allow you to make contributions now, receive immediate tax benefits, and distribute grants at your own pace, ensuring a meaningful impact that aligns with your charitable goals.

Stocks & Securities: Donating appreciated stocks or securities is a tax-smart way to support our nonprofit. By transferring stocks directly, you can avoid capital gains tax and may receive a charitable deduction for the full market value, allowing your gift to go further in providing therapy dog visits and support for those we serve.

Retirement Assets: Consider making a gift through retirement assets, such as an IRA, 401(k), or 403(b). By designating our nonprofit as a beneficiary of these accounts, you can reduce potential estate taxes for your heirs and make a meaningful impact. For those aged 70½ or older, a qualified charitable distribution from your IRA can be made directly to our organization, often with additional tax benefits.

*This is for informational purposes only and is not intended as professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained.

For more information about making a planned gift, contact Elise Samet, at (954) 990-5175 or fill out the form below.