Planned Giving and Charitable Bequests
Planned giving is one of the easiest ways to make a lasting legacy to support equine-assisted services 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, retirement asset donations, 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 an 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 to 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:
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As a percentage of your estate or a specific dollar amount designated by your will or living trust
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As an asset, such as a gift of stocks, bonds or real estate
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As a gift of life insurance and retirement assets
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As a charitable IRA rollover
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As a charitable gift annuity
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.
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)."
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
