Planned Giving and Charitable Bequests

Planned giving is one of the easiest ways to make a lasting legacy to support equine assisted activities and therapies to people with disabilities and hardship at Southern Reins. Your charitable bequest can be made through a will or living trust, donation of stocks and bonds, gifts of real estate,  a donation of your retirement assets, and life insurance designations. Including Southern Reins in your estate planning also has benefits that could include estate tax charitable deductions and reduced tax liability for your family. 

Learn more below about how you can leave a enduring legacy to change lives . . . one ride at a time.

Wills and Living Trusts

Specify a dollar amount or percentage of your estate to support Southern Reins in a meaningful and impactful way that will give children and adults opportunities they never thought possible. 

Stocks, Bonds and Real Estate

Donate appreciating securities; such as stocks and bonds, or gifts of real estate to support our mission outreach to help people with disabilities and hardship throughout our community.

Retirement Assets and
Life Insurance

Give part or all of your unused retirement assets from your IRA, 401(k) or pension. Or gift your life insurance policy to improve the quality of life for the people we serve. 

How a Bequest Gift Works

With the help of your attorney, you can designate a charitable bequest to be made to support Southern Reins Center for Equine Therapy as part of your estate planning.  Your charitable bequest can be made in a number of ways:

  • As a percentage of your estate or a specific dollar amount designated by your will or living trust

  • As an asset, such as a gift of stocks, bonds or real estate

  • As a gift of life insurance and retirement assets

  • As a charitable IRA rollover

  • As a charitable gift annuity

How to Designate Southern Reins with a Charitable Bequest

If you have any questions about leaving a bequest to Southern Reins, contact Jill Haag at 901-290-1011 or click here to send an email.  We would also love to hear from you if you have designated a bequest to Southern Reins as part of your planned giving so we can recognize your support. 

Charitable Bequest Language

The following is the preferred language that you can add to your will or trust to share with your attorney in your estate planning:

"I give the sum of $______(insert dollar amount) or ______% (insert percentage amount) to Southern Reins Center for Equine Therapy, 916 Billy Bryant Road, Collierville TN 38017, a not-for-profit charitable organization, Tax ID# 47-4647784, to be used for (its general purpose, or name of a specific project desired)."

Your charitable bequest will leave a lasting legacy that will give joy to people with disabilities and hardship through the power of horses at Southern Reins for decades to come. 

Making a charitable bequest to Southern Reins is a wonderful way to create a legacy of giving, or memorialize a family member or friend. Your gift will provide a cornerstone of support to help our program grow. It is recommended that you consult with your financial advisor and attorney to make a bequest to support our program.

 

Should you choose to include Southern Reins in your financial planning, please be sure to use our legal name, address and tax ID number provided below:

 

Southern Reins Center for Equine Therapy

916 Billy Bryant Road, Collierville TN 38017

Federal Tax ID Number: 47-4647784

From all of the people we serve, today and tomorrow, we thank you for your consideration to support Southern Reins in such a compassionate and generous way.

© 2015 by Southern Reins

Southern Reins Center for Equine Therapy

916 Billy Bryant Road

Collierville TN 38017

501(c)3 Nonprofit  ID Number: 47-4647784

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