Planned Giving

 

Gifts received through wills, trusts, and planned giving can provide a financial foundation to make possible the many programs MHF offers for both people and animals. Make a difference today and tomorrow for animals in need when you make a planned gift. Friends who include us in planned giving enjoy the quiet satisfaction of helping us continue to provide for future generations.

 

Bequests & Estates

 

Many people search for ways to commemorate the life of a loved one and to make a lasting statement in their honor. A bequest is often the ideal way to make a gift of significance. Leave a legacy with a bequest to MHF in your will.

 

DAF Direct

What is a Donor Advised Fund?

 

  • A donor advised fund (DAF) is a charitable giving program that allows you to combine the most favorable tax benefits with the flexibility to support your favorite causes. If you have a donor advised fund, DAF Direct enables you to recommend grants to the Middleburg Humane Foundation, directly from your DAF.

How does it work?

  • Establish your Donor Advised Fund by making an irrevocable, tax-deductible donation to a public charity that sponsors a DAF program

  • Advise the investment allocation of the donated assets (any investment growth is tax-free)

  • Recommend grants to qualified public charities of your choice

 

Main Advantages of a Donor Advised Fund

  • Simplicity – The DAF sponsor handles all record-keeping, disbursements, and tax receipts.

  • Flexibility – Timing of your tax deduction can be separate from your charitable decision making.

  • Tax-efficiency– Contributions are tax-deductible and any investment growth in the DAF is

  • tax-free. It is also easy to donate long-term appreciated securities, eliminating capital gains

  • taxes and allowing you to support multiple charities from one block of stock.

  • Family legacy – A DAF is a powerful way to build or continue a tradition of family philanthropy.

  • No start-up costs – There is no cost to establish a donor advised fund.

  • No transaction fees – Once approved, 100% of your recommended grant goes to your qualified public charity of choice.

  • Privacy if desired – Donors may choose to remain anonymous to the grant recipient.

  • White Facebook Icon
  • White Instagram Icon
  • White Twitter Icon

© 2017 by Pipers Marketing

Hours of Operation

10:30 - 5:00 Tuesday - Saturday

Please call for an appointment

(540) 364-3272

admin@middleburghumane.org

5000 Cunningham Farm Drive | Marshall, VA | 20115

PO Box 684 | Marshall, VA | 20116

Federal Tax ID Number 54-1694317

CORPORATE SPONSORS

13e593_d4e7f10972df4859a94724ba79405743_
  • Black Facebook Icon
  • Black Instagram Icon
  • Black Twitter Icon