Planned Giving to Dalo Acres

Legacy Giving

Start with your adviser, then talk with Dalo Acres.

Quick answer: A planned gift can support long-term sanctuary care, but it should be arranged with your own legal, financial or tax adviser. Contact Dalo Acres before naming or transferring a gift so you have current organizational details and know whether the sanctuary can accept the proposed asset or restriction.

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What planned giving can support

Legacy gifts can help create long-term stability for animal care, safe shelter, fencing, feed, supplies and future sanctuary needs. Unrestricted gifts usually give a small organization the most flexibility, while restricted gifts should be discussed before documents are finalized.

A careful first-step checklist

  1. Talk with your own attorney, financial adviser or tax professional.
  2. Contact Dalo Acres for current legal and nonprofit information.
  3. Explain the type of gift you are considering without sending sensitive account details.
  4. Confirm that Dalo Acres can accept any proposed asset, restriction or designation.
  5. Have your adviser prepare or review the final documents.

Dalo Acres does not provide legal or tax advice.

The sanctuary can explain its mission, current needs and organizational information. Your professional advisers should guide the legal, financial and tax decisions.

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