Making a charitable bequest is the simplest way to make a planned gift, yet it is sometimes difficult to determine what size donation will make sense. Emergencies happen, and you need to make sure your family is financially taken care of first. Including a bequest of a percentage of your estate ensures that your gift will remain proportionate no matter how your estate's value fluctuates over the years. Your lawyer will be best to advise you on format however, we invite you to consider the sample language provided by the American Quarter Horse Foundation. Making a charitable bequest is the simplest and most versatile of some other planned gift options and offers an estate tax charitable deduction for the gift’s full value.
The Foundation welcomes those who make a planned gift to its Heritage Society. The Heritage Society is a group of individuals who have invested in the people and horses served by the Foundation through gifts such as bequests, life income arrangements such as gift annuities and charitable remainder trusts, gifts of life insurance and other deferred giving options. We are pleased to offer our Heritage Society members special benefits such as invitations to events hosted by the Foundation, recognition through its Honor Roll of Donor listings and the Foundation Quarterly Newsletter and Annual Report.
We invite you to meet members of the Heritage Society.
For more information about Planned Giving, please contact Veronica Almanza, Manager of Advancement Services at (806) 378-5036 or firstname.lastname@example.org.
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American Quarter Horse Foundation
2601 E I-40
Amarillo, TX 79104
P.O. Box 32111
Amarillo, TX 79120
Fax (806) 376-1005