PLANNED GIVING

PLANNED GIVING – CHARITABLE BEQUEST

By including Castleton Ranch Horse Rescue Inc., in your will, you will be able to continue providing support for abused, abandoned and at risk horses. You can make your bequest for a specific dollar amount, a percentage of your estate or specific assets from your estate.

Your first step should be to speak with your attorney or Estate planner and advise them of your wishes. Your planner will require to know our legal name which is, Castleton Ranch Horse Rescue Inc., Our address is 28581 Old Ranch Drive, Valley Center, CA 92082. Our 501 (c) (3) non-profit charitable status will provide key tax savings for your estate. Our Federal Tax I.D. number is 11-3731839.

PERCENTAGE BEQUEST

A percentage bequest can be anything from 1% to 100% of your estate. One advantage of this type of bequest is that, as your estate increases in value, your bequest to Castleton will also grow.

RESIDUAL BEQUEST

Should you decide on a residual bequest, Castleton would receive all or a portion of the balance or residue of your estate after other specific bequests have been processed. By selecting Castleton as the beneficiary of this residue, you help the probate process.

SPECIFIC BEQUEST

If you decide on a specific bequest, this can be for a dollar amount or a specific item from your estate.

There are other planned giving option’s that your estate planner will inform you about.

Bequests can be designated for many purposes or given without restriction. Whatever you should decide to do,Castleton Ranch pledge to meet your wishes.