Legacy Giving
Legacy giving at Beyond Liberty is a way to support the lifelong care of horses while ensuring people of all backgrounds continue to have access to nature-based wellness and educational experiences. Your legacy reflects your values and helps sustain this work for generations to come.
Legacy gifts are deeply personal and can take many forms. Some supporters include Beyond Liberty in their estate plans, while others make gifts during their lifetime. There is no required amount, timeline, or obligation.
Requesting the Legacy Gift Confirmation Form simply allows you to share your intentions with us, if and when you choose.
Legacy giving is a way to support Beyond Liberty now and into the future. A legacy gift reflects your values and helps ensure lifelong care for the horses, inclusive community access, and nature-based wellness and educational experiences for generations to come.
Legacy gifts can be made during one’s lifetime or through estate planning and are entirely flexible and personal.
Legacy gifts may include beneficiary designations, retirement or investment accounts, life insurance, property, or provisions made through a will or living trust. Some supporters choose to make gifts during their lifetime, while others include Beyond Liberty in their long-term plans.
You do not need to decide on a specific gift type to begin a conversation.
No. Requesting or completing the Legacy Gift Confirmation Form is completely optional and does not create any legal or financial obligation. The form simply allows you to share your intentions with us, if you wish.
We always encourage donors to consult with their own legal or financial advisors when making planned giving decisions.
Letting us know helps ensure your intentions are understood and honored. It also allows us to express our gratitude and steward your gift thoughtfully, while respecting your privacy and wishes.
Unrestricted legacy gifts allow Beyond Liberty to respond to the greatest needs over time. If you wish to designate your gift for a specific purpose, we are happy to discuss options and work with you to honor your intentions where possible.
We’re happy to share general information about legacy giving. Because everyone’s situation is unique, Beyond Liberty does not offer legal or tax advice, and we encourage donors to consult their own advisors when exploring these options.
Including a legacy gift in one’s estate plans often enables donors to make the gift they hope to make while still meeting family, retirement, or other financial needs during their lifetime. For many people, this approach offers flexibility and peace of mind while ensuring their values are reflected in the future.
Some donors choose to designate a specific amount, while others prefer to indicate a percentage of their estate or simply share a general intention. Some choose to provide a good-faith estimate based on current circumstances, with the understanding that values may change over time.
Legacy gift intentions are not legally binding. If circumstances change or an estate is unable to fulfill an originally intended amount, Beyond Liberty will accept whatever gift is ultimately designated, if any. We understand that life evolves and approach legacy giving with flexibility and respect.
Some supporters choose to include real estate as part of their legacy giving, either during their lifetime or through a will or living trust. Real estate gifts may include property interests depending on individual circumstances and require thoughtful consideration.
Because each situation is unique, donors considering real estate-based gifts are encouraged to consult with their legal or financial advisors.
Some donors explore charitable trust arrangements as a way to support Beyond Liberty while also preserving assets for family members or other beneficiaries. These arrangements are highly individualized. Beyond Liberty does not structure or administer charitable trusts, and donors considering these options should work closely with their professional advisors to understand what may be appropriate for their situation.
In some cases, donors explore contributing real estate to a donor-advised fund through a sponsoring organization, allowing them to recommend support for Beyond Liberty over time. Whether this option is appropriate depends on individual circumstances and should be discussed with a professional advisor or the sponsoring organization.
Some supporters explore arrangements that allow them to continue living in their personal residence while planning a future gift to Beyond Liberty. These options vary and involve specific legal and financial considerations. Donors interested in this approach should consult with an attorney or financial advisor to better understand available options.
Some donors ask about partial-gift arrangements involving property. These types of arrangements can be complex and require professional guidance to evaluate feasibility, implications, and appropriateness for individual circumstances.
Yes. Real estate can be included in a will or living trust, allowing you to retain use of the property during your lifetime while ensuring your wishes are carried out in the future. This approach also offers flexibility to adjust plans if circumstances or priorities change.
Yes. Some donors choose to honor loved ones through a legacy gift that reflects shared values and creates lasting impact. Memorial legacy gifts can be a meaningful way to commemorate someone while supporting the ongoing mission of Beyond Liberty.
Potential benefits for donors who choose to include property in a legacy gift may include charitable tax considerations, avoidance of capital gains tax, and relief from future property-related responsibilities. Specific benefits vary depending on individual circumstances and should be reviewed with a professional advisor.
Donor-Advised Funds (DAF) Blog Post
Provides more information on gifting property to qualified organizations.
An independent 501(c)(3) public charity with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors.
Has tools, worksheets and additional resources to assist you as you continue on your giving journey.
Provides information on tax-efficient ways to make your giving go further.
Beyond Liberty is here to support you through the planned giving process and steward your legacy with care.