Wills and Planned Giving
Leaving a donation to Leader Dogs for the Blind in your will or trust is a simple but impactful way to support the work we do and ensure our future.
Another way to make a lasting difference is to designate Leader Dog as a beneficiary of your retirement plan, IRA, life insurance or donor-advised fund.
If you are 70½ years old or older, you can make a gift directly from your IRA to Leader Dog and receive tax benefits in return.
You can also avoid capital gains taxes by making a gift of stock to Leader Dog.
To find out more about making a gift or joining our Legacy Society, please email Lora Cabarios, director of personal and planned giving, or call at 248.65.7109.
What Will Your Legacy Be?
Giving through your will or trust is one of the most impactful ways to extend your love and generosity to the people and causes you care about most. Legacy giving isn’t only for the wealthy—gifts of any size are deeply appreciated and have come to us in sizes ranging from $100 to $1 million.
How it works:
Decide on the amount you would like to donate. You may choose to make a gift of a specific dollar amount, a percentage of your estate or part of what remains after you have remembered family and friends.
If you haven't made a will, use this free tool to create your legal will online or to document your wishes and find an attorney near you.
If you prefer working directly with an attorney to update or create your will or trust, simply provide the required information below:
Legal Name: Leader Dogs for the Blind
Address: 1039 S. Rochester Road, Rochester Hills, MI 48307
Tax ID: 38-1366931
Please advise us of your intentions and consider joining our Legacy Society.
If you are 70½ years old or older and will be drawing your annual required minimum distribution (RMD), you can take advantage of a tax benefit while also helping those we serve.
When you have reached the age of 70½, you can make a gift directly from your IRA to Leader Dogs for the Blind and you will not have to pay income taxes on the money.
Talk to your plan administrator about donating some or all of your RMD.
Another simple way to make a lasting difference is to designate Leader Dog as a beneficiary of your retirement plan, IRA, life insurance or donor-advised fund.
Donating these types of assets can be done in three simple steps:
- Contact your IRA or retirement plan administrator, insurance company, bank or financial institution and request a change-of-beneficiary form.
- Decide what percentage you would like us to receive and name Leader Dogs for the Blind on the form.
- Mail the form back to your plan administrator and keep a copy for your records.
As a nonprofit organization, we are tax-exempt and will receive the full amount of what you designate to us from your plan.
By donating stocks directly to Leader Dog, you can bypass capital gains tax and receive an income tax deduction.
To electronically transfer your stocks and bonds to us, you will need to provide your financial institution with Leader Dog’s brokerage firm, account number and DTC number. To acquire this information, email Lora Cabarios, director of personal and planned giving, or call at 248.650.7109.
Join the Leader Dog Legacy Society
The Legacy Society recognizes those who honor Leader Dogs for the Blind through a gift designated from their estate plans. If you have chosen us a beneficiary of your will or trust, IRA, life insurance or donor-advised fund, please join us today by contacting Lora Cabarios.
Your tax-deductible gift helps to make people unstoppable.
Tax ID: Federal: 38-1366931 | Michigan: A-152543