Planned Giving

About Planned Giving

Planned gifts, such as bequests or charitable trusts, can be an advantageous way to provide for a future legacy for Taysia Blue Rescue. You can take care of yourself and take care of Taysia Blue Rescue.

What is "planned giving?"

Planned giving involves providing for a future gift to Taysia Blue Rescue through your financial and estate plans.

Bequests and Estate Plan Gifts

A bequest is a gift from your estate—a transfer of cash, securities, or other property made through your estate plans. You can make a bequest to Taysia Blue Rescue by including language in your will or living trust leaving a portion of your estate to the Taysia Blue Rescue, or by designating us as a beneficiary of your retirement account or life insurance policy.

Remembering Taysia Blue Rescue with a bequest from your estate will help sustain and strengthen the organization in years to come. Some of the advantages of creating a bequest include:

A bequest costs nothing now, yet gives you the satisfaction of knowing you have provided for Taysia Blue Rescue in the future.

You retain control of and use of your assets during your lifetime
You may modify your bequest if your circumstances change
Gifts to Taysia Blue Rescue from your estate are exempt from federal estate taxes

If you let us know of your plans, we will be able to thank you now and recognize you as a member of our Founding Grant Society

Making a Bequest

A bequest to Taysia Blue Rescue can be made for a specific amount, for a percentage of your estate, or for all or a portion of what is left after you have made bequests to your family. To make a gift to Taysia Blue Rescue from your estate, you must sign a new will or living trust instrument, add a codicil to your present will, or make an amendment to your present trust instrument.

Alternatively, you can designate Taysia Blue Rescue as a beneficiary of a retirement plan or life insurance policy. To do so, contact the retirement plan administrator or life insurance company and complete the appropriate beneficiary designation form.

To assist you in preparing your bequest, we have provided sample bequest language.

Planning Your Bequest

When planning for a bequest, you will need to consider how you would like your gift to be used to benefit Taysia Blue Rescue—whether unrestricted in purpose or restricted to a specific purpose, and whether you would like it to be an expendable fund (to be spent when received) or an endowed fund (to last in perpetuity).

An unrestricted bequest allows Taysia Blue Rescue to determine how to use the funds based on its most pressing needs. Unrestricted bequests are extremely valuable because Taysia Blue Rescue can use them to flexibly meet its future needs.

A restricted bequest directs assets to a specific or particular purpose, such as a rescue facilty or transport vehicle. A restricted bequest may be for an expendable or endowed fund. Because each restricted bequest is unique, Taysia Blue Rescue encourages donors considering this type of gift to speak with a member of our Board about the appropriate language.

Expendable funds are used in their entirety, generally within a relatively short time frame. Some larger expendable gifts are used over longer periods.

Endowed funds provide income every year in perpetuity to carry out the designated purpose of the fund. Note that endowed funds have minimum required amounts. Please speak with a member of our Board if you are considering a bequest to establish an endowed fund.

Creating a Lasting Legacy

Endowed funds may be established by bequest for many purposes.

A fund created by your bequest can carry your name of the name of a family member or other person you wish to honor. Named funds, because of the support they offer to programs and people, are a way to share what is meaningful to you within the university community well into the future. Note that minimum gift amounts required for creating named, endowed funds vary, so please contact the Office of Planned Giving for further information.

Information for Advisors

We welcome the opportunity to assist you as you work with your clients to address their philanthropic goals. We also encourage our prospective donors to consult with their professional advisors when they are considering a planned gift to Taysia Blue Rescue.