Donate Now to Provide Service Dogs for Texas Veterans

States a specific dollar amount, a percentage of your estate or specific property is left to The Dog Alliance. 

Sample language:

"I give, devise and bequeath ____% of my estate (or specific assets) for the benefit of The Dog Alliance, 1321 W. New Hope Drive, Cedar Park, TX 78613 having EIN # 20-4797768 to be used for its general purposes."

Made when you intend to leave the residue portion of your assets (your residual estate) after other terms of the will have been satisfied. 

Sample language:

"All the rest, residue and remainder of my estate, both real and personal, I give to The Dog Alliance, 1321 W. New Hope Drive, Cedar Park, TX 78613 having EIN # 20-4797768, for general purposes."

Allows you to leave a portion of your estate to The Dog Alliance if your named beneficiary does not survive you. 

Sample language:

If [beneficiary name] does not survive me, I devise and bequeath my residuary estate to The Dog Alliance, 1321 W. New Hope Drive, Cedar Park, TX 78613 having EIN # 20-4797768, for general purposes."

Allows you to designate how your gift to The Dog Alliance will be used, such as to name an endowment or to support a specific purpose (i.e., the Hounds for Heroes program, the Bow Wow Reading Dog program, building maintenance, etc).

Sample language can vary greatly depending on the bequest. Please consult with your attorney.

You can also leave real estate, IRAs, insurance policies and personal property. Gift annuities and stock are also considered planned gifts and may offer substantial tax advantages.

Please consult with your attorney or financial advisor.

The tax I.D. number for The Dog Alliance is 20-4797768.

The Dog Alliance

1321 W. New Hope Drive

Cedar Park, TX 78613

You can leave real estate, IRAs, insurance policies, personal property, gift annuities, stock and trusts.

Please consult with your attorney and/or financial advisor.

All unrestricted gifts received through a planned gift are placed into our sustainability fund. This ensures that today’s training and service programs are safeguarded for the future. 

There are opportunities to name programs for individuals or families who wish to leave a significant balance of their estate to The Dog Alliance for a specific purpose. Each program has a different funding need. Please call Debi Krakar, founder and executive director, at 512-335-7100 or email her at debi@thedogalliance.org.

The Qualified Charitable Distribution (QCD) allows individuals 72 and older to make direct distributions up to $100,000 per year to 501(c)(3) charities without having to count their Required Minimum Distribution (RMD) as income for federal income tax purposes. No charitable deduction may be taken but distributions will qualify for all or part of the IRA owner’s minimum distributions.

Individuals age 72  or older at the time of the contribution. You must wait until 6 months after your 72nd birthday to make the transfer.

As part of the CARES Act for economic distress caused by COVID-19, Congress placed a one-year halt for 2020 on Required Minimum Distributions (RMDs) from tax-deferred retirement accounts such as traditional IRAs, 401(k)s, and other qualified accounts that are subject to RMDs. 

With no Required Minimum Distribution (RMD) mandated for 2020, you can choose to reconsider your charitable giving stategy. For this year, instead of donating to The Dog Alliance directly from your IRA (a Qualified Charitable Distribution), you may elect to donate appreciated securities from your taxable accounts. Why? Because it's best to make gifts from your traditional IRA when your income is relatively high - not when it's down because of this CARES Act "vacation".

Up to $100,000 per year. The distribution must be made directly to one or more charities from the IRA Plan Administrator. This bears repeating... The distribution must be made directly from your plan administrator. You cannot take the distribution and then gift it to charity.

Distributions must come from your IRA(s) directly to the designated charity or charities. If you wish to make a charitable contribution from another retirement asset such as a 401k or 403b, you must first roll those funds into an IRA. Then you can direct the IRA administrator to distribute the funds from the (new) IRA directly to the designated charity or charities.

No. These are not eligible.

The Dog Alliance will provide you with full credit for the entire gift amount. You will also receive an acknowledgement letter stating the gift qualifies as a QCD from the RMD to use for tax reporting purposes.

• Federal – You do not recognize the distribution to the Qualified Charity (Charities) as income provided it goes DIRECTLY from the IRA administrator to the qualified charity. You are therefore not entitled to an income tax charitable deduction for the gift.

• State – Each state has different laws so you will need to consult with your personal tax advisor.

Yes. Every individual who is the owner of a traditional IRA can use the Qualified Charitable Distribution for up to $100,000 each year.

Share this information with your financial advisor.

The Dog Alliance offers a sample letter you can send to your plan provide to initiate the distribution. Please let your plan administrator know this gift can be sent any time but must be completed prior to December 31 to qualify as a charitable distribution for the current tax year.

It is recommended to contact us when you direct the distribution so we can expect the distribution check from your plan administrator and acknowledge you promptly upon its receipt.

Please email Debi Krakar, founder and executive director, at debi@thedogalliance.org.

You may also telephone (512) 335-7100.