Transfer on Death
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.
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.
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.
