Planned Giving

Gifts Through Your Will or Living Trust

A gift to Dachshund Rescue of Bucks County & NJ through your will or living trust is a powerful statement of your support for DRBC’s mission.

As an animal lover, a bequest through a will or trust document is a powerful declaration of the love and compassion you have for homeless animals, who are the most vulnerable and gentle among us. A bequest is a wonderful way to ensure that your legacy will make a difference for animals that will need our help in the future to find safe and loving homes.

Below you will find sample language which you can share with your attorney or estate planner. Simply include this language in your estate document and you can be assured that you played a major role in the rescue, rehabilitation, and adoption of thousands of needy dogs.

I give to Dachshund Rescue of Bucks County & NJ, Federal I.D. No. 45-4380496, 181 Gilbert Drive, Morrisville, Pennsylvania, [the sum of $______] [all or ___ % of the residue of my estate/trust], to be used for its general purposes.

If you have questions or would like additional information, please contact us.

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.

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.

Transfer on Death Accounts [TOD]

You can support DRBC by naming it the beneficiary of a “transfer on death” bank or stock.

In almost all states it is possible to own bank or brokerage accounts in your name with the provision that on your death it will be transferred to Dachshund Rescue of Bucks County & NJ. These are often called “transfer on death” or “pay on death” accounts or Totten trusts.

If you choose to make DRBC the beneficiary of a TOD account, you have complete control over the accounts during your lifetime.

Here is the information you will need to establish a transfer on death account with your bank or broker:

Dachshund Rescue of Bucks County & NJ
181 Gilbert Drive
Morrisville, PA 19067
Tax ID # 45-4380496

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.

Charitable Remainder Trust [CRT]

Charitable Remainder Trusts are irrevocable trusts that provide you with structured lifetime payments.

A Charitable Remainder Trust is an irrevocable trust that holds property that you transfer into it. During your lifetime [or the lifetimes of you and another, or a third person] you will receive annual income, based on a percentage of the property held in the trust, valued either at the date of the transfer or revalued each year. After your death, or the death[s] of the named beneficiary[ies], the amount remaining in the trust will come to Dachshund Rescue of Bucks County & NJ to benefit future homeless dogs.

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.

Gifts Through Life Insurance Plans

There are many ways you can benefit homeless animals with a life insurance policy. You can name DRBC as a beneficiary, you can donate an unneeded policy to the DRBC or you can use the cash value to fund a gift.

You can use your life insurance plan to fulfill your charitable goals and the needs of so many dachshunds Dachshund Rescue of Bucks County & NJ. By making a gift through life insurance to the DRBC, you may be able to make a larger gift than you thought possible, while retaining other assets for your needs or those of your family. There are three ways to use your insurance plan to benefit DRBC.

Name DRBC as the Beneficiary of Your Policy

Create a legacy for Dachshund Rescue of Bucks County & NJ by naming DRBC as a beneficiary or contingent beneficiary of your policy. Simply complete a Change of Beneficiary Form with your insurance company. Use the following information below when filling out the beneficiary designation form to name Dachshund Rescue of Bucks County & NJ as a beneficiary of a life insurance plan:

Dachshund Rescue of Bucks County & NJ
181 Gilbert Drive
Morrisville, PA 19067
Tax ID # 45-4380496

Donate Your Policy to DRBC

If you no longer need life insurance that was purchased years ago to provide for children or other family members, please consider donating the policy to Dachshund Rescue of Bucks County & NJ. You will receive the following benefits by naming the DRBC as the owner and beneficiary of a life insurance plan:

The pleasure of knowing that you have made a substantial gift to help the dogs and puppies at the Animal League. An income-tax charitable deduction in the year of the gift [ordinarily the policy replacement cost, if the policy is paid up, or the cash surrender value if the policy is not paid up].

Use Your Policy Proceeds to Fund a Life Income Gift

A third way to use your life insurance policy to make a gift to DRBC is to withdraw the cash value of your existing policy and use the proceeds to fund a gift annuity or other life income gift. Such a gift can provide you and/or other beneficiaries with income for life and an immediate income-tax deduction. Laws regulating gifts of insurance to charitable organizations vary from state to state and can affect the deductibility of such gifts for federal income-tax purposes. Please consult your legal or financial advisors regarding gifts of life insurance.

Enrolling in DRBC’s Surviving Pet Care Program

Have you ever worried about who will care for your pets when you are no longer able to? If you have ever asked yourself the question “Who will care for my pets when I’m gone?” then DRBC’s Surviving Pet Care plan is for you.

The program is simple. Complete one enrollment form for each of your pets, which we will keep on file here at DRBC. If you are no longer able to care for your pets or if they should outlive you, we will immediately finalize arrangements with your representative, family member, or executor to have your pets transported to our facilities [transportation costs are separate and are your responsibility]. This program is available to your pets regardless of where you reside.

We will provide food, shelter, and state-of-the-art medical care for your pets until they can be adopted into new loving homes.

The program is flexible. Our Minimum Enrollment Fees can be funded in two ways:

• If you fund your pets’ care at the time of enrollment, you will pay a reduced rate of $10,000 for the first pet and $5,000 for each additional pet. This option will allow us to take in your pets if you become incapacitated or are otherwise unable to care for them.
• If paid on a deferred basis through a bequest in your will or trust, by making DRBC a beneficiary of your life insurance policy or retirement plan or other type of planned gift, the minimum fee is $15,000 for the first pet and $7,500 for each additional pet.

Contact us concerning enrollment:

Planned Giving Group
Dachshund Rescue of Bucks County & NJ
181 Gilbert Drive
Morrisville, PA 19067
Tax ID # 45-4380496

For further information about the DRBC Surviving Pet Care Program, please call (215) 736‑3338 or e-mail info@doxierescue.com.

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.