Significant tax savings can be achieved through the use of gift planning strategies that could also benefit Forever Protected Equine and the horse(s) that you love and want protected.  Please consider a gift of highly appreciated securities, a contribution from your IRA (individual retirement account), or a distribution from your DAF (donor-advised fund) for immediate protection, or one of our other longer-term strategies mentioned below.

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We would be pleased to work with you and your advisors to explore creative ways to make a charitable gift that best suits your personal goals of protecting your specific equine (and/or those of others) through a gift to FPE.

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Appreciated Securities

If you sell highly appreciated securities you will owe capital gains tax on the profit from that sale.  Alternatively, if you donate your appreciated securities, you can completely avoid the capital gains tax.  You will also receive a federal income tax deduction for the full value of your securities—so that’s a double tax savings!
 

IRA—Individual Retirement Account

If you are 70 1/2 or older, you can make a direct transfer from your IRA and owe no income tax on that distribution.  This is called a QCD—a Qualified Charitable Distribution.  Then when you reach 73 and must take a RMD (required minimum distribution) from your retirement account, your QCD will reduce your RMD (up to $105,000 annually) without any federal taxable income attributable to you.

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Donor-Advised Fund (DAF)

Use of a DAF streamlines and organizes one’s charitable giving efforts, in that you can make one or more contributions to the DAF and receive a tax deduction which accumulates into your DAF account until you make distributions to charities, even in a different tax year.  Once you create your own DAF, you recommend the charitable organizations (like FPE) that you want on your donor list—qualified 501(c)3 status required.

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Other Creative Planned Gifts

Unlike gifts that you make immediately in cash, planned giving strategies provide support to FPE in the future so that the horse you love is protected at your death.  This relieves family members from worrying about your horse and what to do with your beloved friend should you pass away unexpectedly.  A gift by will or trust, or by beneficiary designation are some of the ways in which you can, with a little planning, ensure that all goes smoothly to protect your equine after you are gone.

Please advise us if you have already included FPE in your estate plans—and thank you in advance!