Celebrate your love of senior dogs with a planned gift to Marty’s Place Senior Dog Sanctuary through your will, trust or other financial plan. In doing so, you can help ensure that senior dogs who are left without a home will have a safe and loving home for life.
Planned Giving
Planned Giving is a commitment to give Marty’s Place Senior Dog Sanctuary a gift as a part of your financial and estate planning. When you incorporate charitable giving in your estate planning, your generous spirit lives on in a meaningful way, by ensuring that older dogs will receive the love and quality care they deserve.
We are available to discuss options for charitable giving plans that help homeless senior dogs live out their golden years feeling safe, comfortable and loved at Marty’s Place. Please contact us by phone at 609-259-1278 or by email at plannedgiving@martysplace.org to learn more or schedule a personal appointment.
Ways to Give
Will or Trust
You can make a gift to Marty’s Place Senior Dog Sanctuary through your will or revocable living trust in either of the following ways.
Specific gift: If you want to leave a specific dollar amount from a specific source or a particular item (such as a piece of property or a collector’s item), this is the type of bequest you would use.
Examples
Anna states in her will: “I leave my coin collection to Marty’s Place Senior Dog Sanctuary, 118 County Rd. 526, Allentown, NJ 08501.
Robert states in his will: “I leave $20,000 to Marty’s Place Senior Dog Sanctuary, 118 County Rd. 526, Allentown, NJ 08501.”
Residuary Gift
You can specify that a gift be given after all other bequests have been made and expenses have been paid.
Example
Mary states in her will: “I give all the rest, residue and remainder of my real and personal estate to Marty’s Place Senior Dog Sanctuary, 118 County Rd. 526, Allentown, NJ 08501.”
Retirement Assets
You can gift a portion of your retirement assets, such as your 401(k), IRA, deferred compensation plan, pension or any other type of tax-deferred plan.
You can do this by simply designating Marty’s Place Senior Dog Sanctuary, 118 County Rd. 526, Allentown, NJ 08501 as a beneficiary of your retirement asset account.
Make a Tax-Smart Gift Through a Qualified Charitable Distribution (QCD)
If you are age 70½ or older, you can make a meaningful gift to Marty’s Place while reducing taxes on your retirement distributions through a Qualified Charitable Distribution (QCD) from your IRA. A QCD lets you transfer funds directly from your IRA to Marty’s Place without the distribution being included in your taxable income. If you are age 73 or older and subject to Required Minimum Distributions (RMDs), a QCD can also satisfy all or part of that requirement.
To make a QCD, contact your IRA custodian and request that the funds be sent directly to Marty’s Place. Most major custodians, including Fidelity, Schwab, and Vanguard, have clear instructions and online tools to make the process straightforward.
Before making a QCD or any gift from your retirement accounts, please consult your tax advisor and IRA custodian to determine whether this strategy is appropriate for your situation.
Life Insurance
You can make a gift of life insurance either as the beneficiary of a policy or as the sole owner and sole beneficiary.
You can do this by naming Marty’s Place Senior Dog Sanctuary, 118 County Rd. 526, Allentown, NJ 08501 as a primary life insurance beneficiary or as a contingent beneficiary should your other beneficiaries not survive you. To make this gift, simply contact your insurance carrier and request a beneficiary form.
Bank and Investment Accounts
Certain Bank Accounts are “Payable on Death or “Transfer on Death” and provide a manner for you to name a beneficiary of the account to receive the proceeds upon your passing.
You can do this by naming Marty’s Place Senior Dog Sanctuary, 118 County Rd. 526, Allentown, NJ 08501 as the beneficiary of the account. You can change this information at any time if your life circumstances change.
Contributions
We are a 501(c )(3) charitable organization and all contributions are tax-deductible to the extent allowed by the law. We encourage you to contact your lawyer, tax professional or financial planner when making your planned gift to Marty’s Place Senior Dog Sanctuary.
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