Planned Giving

Secure your support for PHH and Horse Rescue

Including PHH in your will insures that the organization will continue to receive your vital support after you die. Direct that your entire interest in certain monies or property be transferred to a designated trust or non-profit corporation. In doing so, your estate will be eligible for a charitable deduction for the full fair-market value of the gift.

An outright gift can take several different legal forms. These include:
A General Bequest
A specified dollar amount in your will is designated to a trust or nonprofit corporation.

A Specific Bequest
You designate certain specific property that you want a particular trust or nonprofit corporation to receive under your will.

A Residuary Bequest
This gives all or a percentage of one’s property after all debts, taxes, expenses, and all other bequests have been paid. This type of bequest can be used instead of or in addition to a general or specific bequest if the size of the estate will allow it. That is, such a residuary bequest ensures that all other beneficiaries receive their bequest from the estate prior to distribution of anything to the trust or nonprofit corporation.

A Contingent Bequest
This provides for the situation in which a beneficiary dies before you do or decides they do not want to receive the bequest in your will. To allow for such an occurrence, you can name a trust or nonprofit corporation as the contingent beneficiary. This will ensure that the property will pass to the trust or nonprofit corporation in one of these situations instead of to unintended beneficiaries.