Planned Giving

 

Make a planned gift today to make a difference for rescue animals in the future. Gifts received through wills and trusts provide a financial foundation for the future, ensuring that the many programs MHF offers to animals in need will continue. Friends who include MHF in their planned giving enjoy the quiet satisfaction of helping the Foundation 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.

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Hours of Operation

10:30 - 5:30 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

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