Planned Beneficiary
What Is a "Planned Gift"?
Planned Gifts can come in many forms, but they all share a common characteristic in that DRBC's use of the gift is deferred in your lifetime. Please read and participate in the options provided for planned giving. Your gift can make a difference today and in the years to come.
You can make a more significant gift to DRBC than you ever thought possible, while maximizing the financial and tax benefits to you, your estate, and your family. A planned gift is one of the most effective ways to ensure that the DRBC can carry on its mission of saving animals’ lives far into the future.
Information discussed on these pages should be construed as legal advice. Please contact your attorney or financial advisor to help you decide what is best for your personal situation.
Gifts Through Retirement Plan Beneficiary Designations
Naming Dachshund Rescue of Bucks County & NJ as the beneficiary of all or a portion of your retirement plan is a simple and smart way to help our orphaned pets.
Retirement plan assets are among the best assets to use for charitable gifts. You can create a legacy by naming Dachshund Rescue of Bucks County & NJ as beneficiary or contingent beneficiary of an IRA, 401[k], 403[b], Keogh account, or other qualified retirement plan. Upon your death, all or a portion of the unused balance in your account is transferred to DRBC.
When a retirement account is left to a charity, the organization does not pay the income tax [or, if applicable, estate taxes] that might otherwise be due if left to an individual beneficiary.
Making a gift requires merely completing a change of beneficiary form, which may be obtained from the plan administrator. Here is the information you need to name DRBC as your beneficiary:
Dachshund Rescue of Bucks County & NJ
181 Gilbert Drive
Morrisville, PA 19067
Tax ID # 45-4380496
If you have questions or want further information, please contact us at (215) 736-3338.
Fund the Future of Dachshund Rescue of Bucks County & NJ through a Planned Gift. They'll be so glad you did. All inquiries will be kept strictly confidential and imply no obligation to make a gift.
Give With Confidence
DRBC is proud to have been certified by GuideStar and to have received the Seal of Approval. GuideStar has reviewed our organization and awarded DRBC this seal for its nonprofit status and its on-going commitment to financial transparency.
