Legacy giving, also known as planned giving or bequests, allows individuals to make a lasting impact on causes they deeply care about. By including a gift to a qualified public charity like Sunrise Horse Rescue in a will, trust, or estate plan, donors ensure their values and support for the charity’s work extend beyond their lifetime. This form of giving reflects a donor's values and hopes for future generations, creating a meaningful and enduring legacy.

Legacy giving plays a crucial role in ensuring the long-term sustainability of Sunrise Horse Rescue. These gifts can:

Establish and Grow an Endowment: Providing a stable and dependable source of future funding, an endowment ensures financial security regardless of economic fluctuations.

Secure a Permanent Home: Guaranteeing a permanent sanctuary for rescued horses allows them to live out their lives in safety and peace.

Create a Rapid Response Reserve: This reserve enables Sunrise Horse Rescue to quickly respond to urgent needs, address the needs of increasing numbers of at-risk horses, and handle emergencies and natural disasters efficiently.

By making a legacy gift, donors can:

Ensure Long-Term Impact: Help fund the continued operation and growth of Sunrise Horse Rescue.

Increase Financial Resilience: Contribute to the establishment of an endowment for stable operational funding.

Expand Rescue Efforts: Secure a permanent home, allowing more horses to be rescued and cared for.

Empower Rapid Response: Enhance the organization’s ability to respond swiftly and effectively to urgent needs and unforeseen challenges.

There are several ways to support Sunrise Horse Rescue through legacy giving, each aligning with personal, financial, and philanthropic goals:

Gifts in Your Will or Revocable Living Trust: Designate a specific amount, percentage of your estate, or specific assets to Sunrise Horse Rescue without affecting your current lifestyle or control over your assets.

Gifts by Beneficiary Designation: Naming Sunrise Horse Rescue as a beneficiary of your IRA, pension plan, life insurance, donor-advised fund, brokerage, or bank account is a simple way to make a legacy gift without legal assistance.

Gifts that Pay Income to Donors:

Charitable Gift Annuity (CGA): In exchange for your gift, a CGA provides you and another person with fixed lifetime payments and a deduction, while ensuring a significant future gift to Sunrise.

Charitable Remainder Trust (CRT): This trust offers lifetime income to beneficiaries, significant deductions, and avoidance of capital gains tax on appreciated assets. The remainder of the trust supports Sunrise Horse Rescue.

Gifts of Real Estate: Donating real estate such as land, rental property, or a personal residence can provide a substantial charitable income tax deduction, avoid capital gains tax, and sustain Sunrise Horse Rescue long-term.