To offer a new and meaningful way to give that will provide security for The Gentle Barn in the years to come, we’re launching a Legacy Society. It’s for people like you, who care deeply and want to ensure that The Gentle Barn is funded in perpetuity. Read below for information about the various ways you can be a part of this prestigious group.
Including The Gentle Barn in your estate plans is a meaningful way to help us for decades to come. With a well-rounded estate plan, you can ensure that your legacy will live on and provide ongoing support to the rescued animals here at The Gentle Barn. As an added bonus, you might benefit from some tax advantages along the way. You deserve the peace of mind that comes with knowing that your wishes will be respected, your loved ones are provided for, and your cherished charitable causes will continue to thrive.
The Legacy Society will honor the generous individuals that take this step. Membership grants you access to exclusive virtual events where you can connect with our founders, and recognition on our website and Legacy Wall, should you desire it. Of course, you may choose to remain anonymous, but you can still join and receive the other benefits.
Should you wish to give now, through your estate plan, simply inform us if you intend to include The Gentle Barn in your plan, or if you have any questions, please contact us and let us know. We’re here to support you.
You have already made a direct impact on the lives of countless animals. Supporters like you have made it possible for us to give our animals the best lives possible. We hope you will consider the next step—naming The Gentle Barn in your estate plan, which will help fund these vital efforts for decades to come.
Benefits to Joining the Legacy Society:
- Exclusive virtual events with the founders
- Be among the first to know about new rescues and receive exclusive updates on their healing journeys
- Recognition on our virtual legacy wall, if desired (we will never share your last name or details of your gift, only your first name) Of course, you may choose to remain anonymous, but you can still join and receive the other exclusive benefits!
Already included us in your estate plan?
Let us know, as we want to honor and thank you for your generosity.
The first 50 people to commit to leaving a legacy gift over $100k in value, as well as $250 to help sustain us in the present, will receive a gift basket as a token of our appreciation.
- Founders Book: My Gentle Barn
- Legacy Society pin
- Stoneware Mug
- Gentle Barn Candle
A legacy gift helps provide financial security to the causes you love, and it doesn’t need to cost you a dime during your lifetime.
Whether you’re 18 or 80, everyone needs an estate plan to protect what matters most. That’s why we’ve partnered with FreeWill , an online platform that helps you create a free and legal will. Hiring an estate lawyer can be costly. While this can be helpful for complicated assets and detailed plans, FreeWill can help you get started.
Legacy Society members receive:
- Recognition on our virtual legacy wall, if desired (we will never share your last name or details of your gift, only your first name). Of course, you may choose to remain anonymous, but still join and receive the other exclusive benefits!
- Access to exclusive events with the founders like:
- Gentle Thanksgiving
- Virtual Barn tours with the founders
- Tuck In + Cookie time with our founder, Ellie
- Cooking demos with our co-founder, Jay
Already included us in your estate plan?
Let us know, as we want to honor and thank you for your generosity.
- Name us in your will
Naming us in your will can be a straightforward way to ensure that your cherished charitable causes are provided for. You can provide for us to receive a set number, a percentage of the estate, or the remainder thereof.
- Name us as a beneficiary of life insurance
This legacy giving strategy may allow you to make a much larger one-time gift than might be possible directly from your estate. You can choose what percentage we receive.
- Create a Charitable Remainder Trust
Now, the income currently generated from the trust benefits you. Then the income from the trust will go to the charities of your choosing. This is an easy way to make sure that your favorite causes are provided for far into the future, with no cost to you in the present.
- Create a Charitable Lead Trust
A charitable lead trust pays income to us for a select period of time. After the time is up, the assets of the trust revert back to you or your heirs. This strategy is a tax-savvy way to grow your assets and help The Gentle Barn at the same time.
- Name us as beneficiary of an IRA
Public charities like us don’t pay income tax on IRA income, so every dollar goes towards the mission.
- Name us as a beneficiary of bank accounts
Setting this up with your bank can be a streamlined way to include us in your estate plan, as it doesn’t have to be in a will or be administered by the executor of your estate.
- Gifts of property or real estate
Donations of appreciated assets such as a home, vacation property, or land.
Not ready yet to make a planned gift? Consider donating non-cash assets instead:
The first 50 people to commit to leaving a legacy gift over $100k in value, as well as $250 to help sustain us in the present, will receive a gift basket as a token of our appreciation.
- Founders Book: My Gentle Barn
- Legacy Society pin
- Stoneware Mug
- Gentle Barn Candle
Contact Us
Please let us know any questions you may have or information you can share about your existing giving.
Create a Charitable Remainder Trust
A Charitable Remainder Trust (CRT) offers a unique way to both support The Gentle Barn, and help ensure a reliable source of income for yourself or your loved ones. With a CRT, you receive regular payments either for your entire lifetime or a specified number of years. Once the trust term ends, the remaining amount, known as the "remainder interest," is directed to The Gentle Barn to further our essential work. This giving strategy ensures that your legacy for animals will live on, at no cost to you in the present.
It's important to understand that CRTs are distinct trusts, and they are managed and invested differently from other income arrangements. The Gentle Barn does not handle these trusts on behalf of donors, allowing you to maintain control over your investments and income stream decisions.
Next steps:
- Contact The Gentle Barn through the “contact us” on main page to talk about supporting The Gentle Barn with this option.
- Seek the advice of your financial or legal advisor.
- To include The Gentle Barn in a CRT or any part of your estate plan, please use our legal name, address of our HQ, and federal tax ID.
Legal name: The Gentle Barn Foundation
Address: 15825 Sierra Highway, Santa Clarita, CA 91390
Federal tax ID number: 95-4776451
Create a Charitable Lead Trust
If you want to make an impact now at The Gentle Barn, but also make sure that your loved ones are provided for later, consider setting up a charitable lead trust. Creating a charitable lead trust involves transferring cash or other assets to a trust that makes payments to The Gentle Barn for a period of time that you determine. When the term is completed, the remaining trust assets pass on to your chosen family members or beneficiaries.
There are two ways that charitable lead trusts make payments to The Gentle Barn:
1. A charitable lead annuity trust pays a fixed amount each year to The Gentle Barn, and this option becomes more attractive when interest rates are low.
2. A charitable lead unitrust pays a variable amount each year to The Gentle Barn based on the value of the assets in the trust. If the trust's assets increase in value, the payments to The Gentle Barn also increase, allowing your contribution to grow with time.
This philanthropic approach allows you to leave a positive and lasting legacy, benefiting both the charitable causes you support and your loved ones, all while potentially enjoying certain tax advantages. It's a thoughtful and well-rounded strategy that embraces your charitable passions and takes care of your family's well-being in a meaningful and compassionate way.
Next steps:
- Contact The Gentle Barn through the “contact us” on main page to talk about supporting The Gentle Barn with this option.
- Seek the advice of your financial or legal advisor.
- To include The Gentle Barn in a CLT or any part of your estate plan, please use our legal name, address of our HQ, and federal tax ID.
Legal name: The Gentle Barn Foundation
Address: 15825 Sierra Highway, Santa Clarita, CA 91390
Federal tax ID number: 95-4776451
Gifts of Property or Real Estate
Considering making a meaningful gift to The Gentle Barn without affecting your bank account? You can help by donating real estate, such as a personal residence, vacation home, farm, commercial property, or undeveloped land. Your generous contribution will provide vital support to The Gentle Barn for years to come. Additionally, when you donate appreciated property you've owned for over a year, you may qualify for a federal income tax charitable deduction and potentially reduce or eliminate capital gains tax. Moreover, you'll be relieved of the property's maintenance costs, property taxes, and insurance.
Another advantage is that you won't have to go through the hassle of selling the real estate. You can directly transfer the property to The Gentle Barn, or incorporate a few sentences in your will or trust agreement, with the help of your attorney or FreeWill.com. This way, you can leave a lasting impact for animals, while also potentially enjoying tax benefits and simplifying your financial situation.
Next steps:
- Contact The Gentle Barn through the “contact us” on main page to talk about supporting The Gentle Barn with this option.
- Seek the advice of your financial or legal advisor.
- To include The Gentle Barn in a gift or any part of your estate plan, please use our legal name, address of our HQ, and federal tax ID.
Legal name: The Gentle Barn Foundation
Address: 15825 Sierra Highway, Santa Clarita, CA 91390
Federal tax ID number: 95-4776451