Create Your Legacy

​​If you are planning for your estate's future and looking for a charitable organization to support, consider making a planned gift to AAE. Your gift will make a difference in the lives of at-risk horses and other equine animals while helping AAE continue our work of saving lives. Your legacy will be in good hands and your estate will 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 your house or 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
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 other assets.

Stock, Bonds and Mutual Funds 
A donation of appreciated stock, bonds or mutual funds is a powerful way to support and further the work of AAE. 

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

Retirement Plans
A gift of your retirement assets (IRA, 401(k), 403(b), pension, or other tax-deferred plans) is another way you can make a gift to AAE.  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.

Other Ways to Give
  • Honorary or Memorial Gifts
  • 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 determine the best options for your individual situation and can provide for the most up to date tax laws.

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, then complete a Statement of Intent form notifying us that you have included AAE in your will, trust, estate plan, or have made another planned gift) benefitting AAE.

What are the Benefits?
New members are welcomed into AAE's Legacy Society at an annual luncheon where they are 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 request a Statement of Intent (Statement) by contacting AAE. The Statement 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 info@allaboutequine.org. 
Consult with a legal or financial professional to determine the best options for your individual situation and for the most up to date tax laws.