Planned Giving

Bequests to the USKBTC Charitable Funds

Please consider the following options for charitable donations to the USKBTC Charitable Funds.

A donor may leave cash, securities, or real estate by will to the United States Kerry Blue Terrier Club Charitable Funds, Inc. The value of the bequest is deductible from the estate of the donor. Bequests can take various forms and may be restricted or unrestricted.

Bequests Options

A Specific Bequest designate that the United States Kerry Blue Terrier Club Charitable Funds, Inc. is to receive a specific dollar amount or a specific piece of property.

A Residuary Bequest is used to give the United States Kerry Blue Terrier Club Charitable Funds, Inc. all or a portion of an owner’s property, after all debts, taxes, expenses, and other bequests have been paid. A bequest can be expressed as a percentage of the estate or of the residuary estate.

A Contingent Bequest will ensure that property passes to the United States Kerry Blue Terrier Club Charitable Funds, Inc., if the donor’s primary beneficiaries do not survive him or her.

A Charitable Bequest can also be arranged to provide income for a beneficiary by directing that the bequest be used to establish a charitable remainder trust, a charitable gift annuity, or be invested in a pooled income fund. If such a gift is made by will, the principal will pass to the United States Kerry Blue Terrier Club Charitable Funds, Inc. only after the donor and the life income beneficiary have died.

Click on the link to read more about the USKBTC Charitable Funds.

Last Updated: 09/05/2005, 10:43 am