- 443-239-9400
- info@talismantherapeuticriding.org
- Monday — Friday 10AM — 2PM, Sat. & Sun. By Appointment Only
- 443-239-9400
- info@talismantherapeuticriding.org
- Monday — Sunday : 8:30am — 6pm
Continue your investment in the community and leave a legacy that lasts beyond your lifetime by making a gift to Talisman Therapeutic Riding through your estate plans. Become a part of the growing group of legacy donors, who are ensuring that Talisman Therapeutic Riding services and programs are available for future generations by including Talisman in their estate plans.
Please contact your accountant, lawyer, or other planned giving professionals such as wealth managers to make certain that valuable assets are distributed as y ou intend with Talisman as a part of your planned giving. If you need assistance or would like to discuss more ways to maximize tax benefits through charitable giving, please contact Talisman Board Member, Wayne Zussman at wzussman@gmail.com or 301-404-2248.
Charitable Remainder Trust: Provides income to the donor (or beneficiaries) for life or a term of years, with the remainder going to Talisman Therapeutic Riding. It offers an immediate partial deduction and capital gains deferral.
Charitable Lead Trust: Provides income to Talisman for a set period, with the remainder passing to heirs, potentially reducing estate and gift taxes.
Wills and Living Trusts: Donors can designate Talisman as a beneficiary of cash, securities, or real estate.
Retirement Plan Beneficiary Designations: Naming Talisman as a beneficiary of an IRA or 401(k) avoids income tax on distributions while reducing estate tax liability.
Life Insurance Gifts: Donors can name Talisman as a beneficiary or transfer ownership of a policy.
Specific: A specific bequest involves making a gift of financial assets such as cash, stocks or bonds, real estate or other assets to Talisman Therapeutic Riding.
Residual: A residual bequest is made from the balance of an estate after all specific gifts have been dispersed. For example, a percentage, a specific amount, or the remainder of the estate may be designated for Talisman Therapeutic Riding after other obligations have been fulfilled.
Percentage: Another kind of bequest involves leaving a specified percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to Talisman Therapeutic Riding.
Contingent: A contingent bequest is made only if the purpose of the primary bequest cannot be met. For example, you could leave real property, such as a vacation home, to a relative, but the contingent bequest language would state that if the relative is not alive at the time of your death, the property will go to Talisman Therapeutic Riding.
Talisman Therapeutic Riding is a 501(c)(3) nonprofit organization. Tax ID: 45-4204697.
Donations are tax-deductible as allowed by law.
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