Leave a Lasting Legacy

Are YOU interested in ensuring that Golden Retriever Rescue of Mid-Florida (GRRMF) can help golden retrievers and golden retriever blends into the future? If so, consider these six different ways to help:

1) Make a gift to GRRMF in your will or living trust, known as a charitable bequest. A charitable bequest can provide a lasting legacy and it is easy to set up. Just name GRRMF as a beneficiary, as you would any person. Your estate planning advisor can assist you when preparing your will or trust.

When doing so, please use our legal name, address and federal tax ID number:

Golden Retriever Rescue of Mid-Florida, Inc.
P.O. Box 1449
Goldenrod, FL 32733

Federal Tax ID#: 59-3456998

2) Become a GRRMF Golden Guardian monthly recurring donor to see your living legacy make a difference every day!

3) Many financial assets such as retirement plans, IRA’s and life insurance policies enable you to specify beneficiaries for those assets directly with the institution that holds them: mutual funds company, company retirement plan, insurance company, etc. Naming GRRMF as a beneficiary of an IRA, life insurance policy or retirement account is very flexible. Fill out the required paperwork with the institution of your choice and name GRRMF as the beneficiary.

4) Donor-Advised Funds (DAFs)
A DAF acts like a charitable savings account. You contribute assets (cash, stocks and/or real estate) to a DAF sponsor (e.g., Fidelity Charitable, Schwab or community foundations), take an immediate tax deduction, and recommend that a grant be given to GRRMF. This way you avoid capital gains taxes on appreciated stocks, streamline your record keeping and grow your funds tax-free. For the best advice, contact your own fund administrator.

5) Qualified Charitable Distributions (QCDs)
A QCD allows individuals aged 70½ or older to transfer funds directly from a traditional IRA to GRRMF.

You can name GRRMF as the beneficiary of the entire account or a percentage of the fund. A QCD is a tax-free transfer, counts towards Required Minimum Distributions (RMDs), and reduces taxable income. Simply instruct your IRA custodian to issue a check directly to GRRMF.

6) Charitable Lead Trusts
You can benefit from the tax savings that result from supporting GRRMF without giving up the assets that you want your family to receive one day with a donation in the form of a charitable lead trust. There are two ways that a charitable lead trust makes payments to us:

A charitable lead annuity trust pays a fixed amount each year to GRRMF and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if their assets increase in value, for example, the payments to GRRMF increase as well.

If you have further questions, please email us at info@grrmf.org and we will have our Treasurer contact you.

Investment options associated with charitable donations may change at any time and are subject to market conditions, organizational policies, and applicable regulations. This information is provided for general informational purposes only and does not constitute legal, tax, or financial advice. Donors are strongly encouraged to consult with their qualified legal, tax, and financial advisors to determine the most appropriate investment strategy and charitable giving approach based on their individual circumstances.