We Invite You to Leave a Legacy
of Support for Your Community
Will you consider including White Pony Express in your will?
If yes, we have provided language for you to consider:
General Bequest: “I give and bequeath to White Pony Express the sum of $______
(or a specific piece of property) to be used as the Board of Directors directs.”
Bequest of Percentage of Your Estate: “I give and bequeath____% of my estate to White Pony Express.”
Bequest of a Residue: Provide for White Pony Express after all other bequests are fulfilled. “The rest, residue, and remainder of my estate, both real and personal, wherever situated, I give and bequeath to White Pony Express to be used as the Board of Directors directs.”
Contingent Bequest: Provide for White Pony Express if any of the other beneficiaries are unable to receive their bequests: “Should (name of person) predecease me, the portion of my estate going to (name of person) I give and bequeath to White Pony Express to be used as the Board of Directors directs.”
You can also name White Pony Express as a beneficiary of your:
Retirement Plan Assets: Your IRA, 401(k), 403(b) or other qualified tax deferment plan may be heavily taxed if left to anyone other than a legally recognized spouse. In naming White Pony Express as a beneficiary of all or a portion of a retirement plan, you avoid potentially substantial estate and income taxes.
Insurance: If you have a life insurance policy you no longer need, you may consider transferring ownership to White Pony Express. You may also purchase a new policy and later name White Pony Express as the owner and beneficiary. Either gift generates a charitable gift deduction. The payment of premiums on behalf of White Pony Express will also enable you to claim income tax charitable deductions.
Contact us today to find out more about how you can join!
If you need help with your will or want to create a more complex estate plan, White Pony Express can suggest attorneys or other estate planning specialists. Please contact Peter Brooks for information:
(925) 705-9729 or at firstname.lastname@example.org.
Donors who pledge bequests or other gifts to White Pony Express through their estate plan automatically become members of the Margaret Miller Society, the legacy giving association of White Pony Express. Members receive special communications and invitations to members’ events (health guidelines permitting). Members’ names may be published or left anonymous, as you prefer.
Margaret Miller Society Members:
Linda Katz and Jason Saffer
Mary and Peter Brooks