About our Heritage Society

heritage-society-logo-1024x635

Enrolling is simple. The only qualification for membership is to advise Southeastern Guide Dogs that some sort of testamentary provision has been made. The size of the planned gift does not need to be disclosed except for those individuals who would like to serve as Founders.

Membership Levels

  • Member: Any size legacy
  • Founder: A legacy of $100,000 or more

Member and Founder Benefits

  • Receive a distinctive Heritage Society Member pin
  • Receive regular school updates
  • Receive recognition in our annual report, and on our website

To learn more, please email Andy Kramer, Director of Development, or call 941.845.1894.

Members of our Heritage Society ensure the long-term stability and continued provision for the highest quality of services for our school.

Vehicles of Generosity

Charitable bequests: A will provides for the people you care about. A charitable bequest through a will or a living trust creates a lasting partnership with our school and mission.

Life-income gifts through a charitable remainder trust or a charitable gift annuity: These gifts generate income for life for the donor at attractive rates of return and create a legacy for future generations.

Retirement plan or IRA beneficiary designations: Name Southeastern Guide Dogs as a beneficiary of your retirement plan or IRA account.

Life insurance gift: Name Southeastern Guide Dogs as the owner of a paid life insurance policy or as a beneficiary under a policy.

Charitable lead trust: A charitable lead trust names Southeastern Guide Dogs as the beneficiary of income for a specified number of years. The corpus of the trust eventually goes to other named beneficiaries, such as children or grandchildren, thereby avoiding substantial taxes.

Please speak with your financial advisor or attorney to review the specific tax benefits of your planned gift.