Leave a Legacy for the Sport You Love
Planning a legacy gift now will provide for the future of our sport. Your gift will ensure that the sport you love continues to grow and thrive for years to come.
What is a legacy gift? It is one that requires some planning…such as a gift from a Will or trust, or a contract with a charity such as a Gift Annuity or Charitable Unitrust.
Not only do these gifts provide for the future, they can provide valuable tax benefits and/or income for life for you today.
Below you will find real stories of dressage supporters who have left a legacy through TDF. We encourage you to discuss these, and other, ideas with your accountant or financial planner.
The Dressage Foundation’s Legacy Society
The Legacy Society honors and thanks supporters who have committed to helping future generations of dressage enthusiasts through a gift in their Will or estate plan. Learn more.
Bequests and Wills
Bequests/Wills are an easy way to designate a gift to The Dressage Foundation (TDF). You can leave a cash gift through your Will, or you can designate TDF as beneficiary of a retirement plan or life insurance policy.
A Will is important for adults of all ages - it will ensure that your family is provided for and will enable you to leave a legacy with causes that are close to your heart. Start planning today -- Request a Complimentary Wills Guide.
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Michael Matson plans support for The Dancing Horse Fund through an IRA designation
Gift Annuities
A Gift Annuity is a contract between you and TDF. In return for a donation of cash or other assets, TDF agrees to pay a fixed payment for life to you or to someone you choose. You are able to claim a charitable tax deduction at the time of the gift and a portion of the payments is typically tax-free.
Charitable Trusts
Charitable Remainder Trusts can be used to place cash or property into a trust paying an annual income to you or another beneficiary with significant tax advantages. At the end of the trust's term, the assets are then given to the charity. Charitable Lead Trusts can be used to provide a fixed amount to the Foundation for a term of years, with the assets passing back to you at the end of the term. Lead Trusts are typically used to pass assets to heirs with reduced gift or estate tax costs.
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Two charitable remainder unitrusts make a great estate plan for the Boomer Family
Other Gifts
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Remembering the pioneers of dressage in the United States
In addition to the types of gifts listed above, there are many other ways donors can provide important, lasting support for The Dressage Foundation. Again, please consult your financial planner or accountant for information. You may also contact Jenny Johnson, TDF's Executive Director, at (402) 434-8585 or jenny@dressagefoundation.org for more details.
