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 make a gift 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.
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.
Planning For Your Surviving Pets
For more information about ensuring that your cherished family member will be well cared for and have a forever home after you are gone, please contact us.
Please let us know if you have named Marty’s Place in your will or other estate plans, as we would like the opportunity to thank you personally.
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.