Create Your Legacy

Are you passionate about horses? Do you want to leave a legacy for the benefit of horses? If you are planning your estate's future and looking for a charitable organization to support and make a difference in the life of horses, consider making a planned gift to All About Equine Animal Rescue, Inc. (AAE). Your gift will make a difference in the lives of at-risk horses and other equine and animals, while also helping AAE continue our work saving lives. Your legacy will be in good hands, and your estate should see significant tax benefits!

What is Planned Giving?

​In simple terms, planned giving is the transfer of assets to a designated nonprofit organization during one's lifetime or as part of an estate plan. It can be as easy as naming AAE in your will or trust, or a gift of cash, your home, or other property. You don’t have to be wealthy; you just need a desire to make a lasting impact after you are gone.

Most Common Ways to Give

Bequests - Wills and Trusts
Bequests are gifts made through a will or trust. You can support AAE with a variety of gift options:  cash, personal property (e.g. car, truck, boat, RV, art, jewelry, collectibles, etc.) real estate (house, land, timeshare, etc.), stocks, crypto, or any other assets. 

In addition to protecting your assets, a will or trust allows you to provide for the people and animals you love. It is also important to name a guardian for your animals in your will so they will always be in the care of a person or organization you trust. If you intend to name AAE as your animal guardian, you must first contact AAE before naming AAE as a guardian. AAE can work with you to develop a plan for your equine (and other animals). Visit our Animal Guardianship page for more information.
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Haven't created a will yet? To help you get started with your plans and legacy, AAE has partnered with FreeWill, a cost free, secure online tool that empowers you to plan your estate via a will or a revocable living trust. The FreeWill site is easy to use and takes approximately 20 minutes to complete. You can also use FreeWill as an online tool to document your wishes before finalizing your plans with an attorney.
Retirement Assets
Retirement assets include life insurance policies, IRAs, 401(k)s, 403(b)s, pensions, tax-deferred plans, and other retirement plans. These assets are called non-probate assets, and they are not included in your will or revocable living trust.  You need to designate your beneficiary (or beneficiaries) for each, separately.

Life Insurance  
You can name AAE as a beneficiary of your life insurance policy.

Retirement Plans
Most individuals do not use all their retirement assets during their lifetime, and retirement plan balances are typically subject to both income taxes and estate taxes. Another way you can make a gift to AAE is by naming AAE as a beneficiary of your retirement assets.  

FreeWill has an online tool to make your plans and designate us as a beneficiary of one or more of these assets. 

Other Ways to Leave Your Legacy (these gifts can also be given any time)
  • Honorary or Memorial Gifts 
  • Stocks, Bonds, and Mutual Funds
  • Donor Advised Fund Designation
  • Land, Real Estate
  • Charitable Remainder Trusts
  • Lead Trust 
  • Charitable Gift Annuity
  • Pooled Income Fund
  • Endowment Fund

Potential Benefits of Planned Gifts
  • Reduce donor income tax*
  • Avoid capital gains*
  • Passing assets to family at a reduced tax cost*
  • Increase current income for donor or others*
  • The ability to make a significant donation to a cause you are passionate about
*A legal or financial professional can assist you with determining the best options for your individual situation and can provide for the most up to date tax laws.

AAE's Legacy Society

What is a Legacy Society?
A legacy society provides a means for a charitable organization to recognize individuals and groups that have pledged a donation to the organization in the person's will, trust, or estate plan. Through a legacy society, donors and their future gifts can be recognized in the present.

How Do I Become a Member?
You can become a AAE Legacy Society member by pledging your long-term support via a planned gift. If you have already included a gift in your will, trust, estate plan, or have another planned gift benefiting AAE, please fill out this form to let us know! We would love to thank you for your generosity.

What are the Benefits?
New members are welcomed into AAE's Legacy Society at an annual event where they are recognized and presented with a lasting token of our gratitude. With permission, their names are published on our website and added to the plaque in the barn, which in turn, often motivates others to make a planned gift in support of AAE’s future.

Join AAE's Legacy Society!
To join, please complete this form, which will document your planned gift to AAE. Your planned gift to AAE is an effective way to create an enduring legacy.

Have you already made a planned gift to AAE but are not yet a Legacy Society member? Let us know and become a member today!
Have a Question or Need Additional Information? Contact AAE at 916-520-4223 or [email protected]. 

Endowments

​An endowed gift allows for long-term planning. The principal is invested and returns annual interest.  Part of the annual interest is reinvested to increase the principal and part is used for the purpose intended (such as a yearly funding).  Endowed funds can be directed to recognize the donor, a horse, or any designee. To obtain further information on how to help All About Equne with a current or planned gift, please contact us at (916) 520-4223 or email us. Your gift is truly appreciated.

*A legal or financial professional can assist you with determining the best options for your individual situation and can provide for the most up to date tax laws.