WILLS, BEQUESTS & PLANNED GIFTS

A gift in your will can transform and inspire Brooke’s work worldwide, helping us fund expansion into new communities and countries to reach thousands more horses, donkeys and mules each year… in your memory!

Gifts in your will are flexible and do not affect your current cash flow. Just include Brooke USA in your will and indicate a specific amount you would like to give or a percentage of any remaining balance of your estate. Be sure to give your legal advisor or estate planner our correct name, address and our federal tax identification number as follows:

Name: Brooke USA, Inc.

Address: 2333 Alexandria Drive, Lexington, KY 40504

FEIN #: 33-1173163

If you would like to add Brooke USA as a charitable beneficiary in your existing will, ask your legal advisor or estate planer about a codicil to make a simple update. A gift to Brooke USA in your will leaves a legacy representing a cause that has been important to you in your lifetime. Please let us know if Brooke USA is mentioned in your will so we can show our appreciation.

Other Options

Planned gifts take many other forms, providing additional income for you and/or your heirs, reducing income and estate taxes, relieving you and your heirs of complicated financial management responsibilities and helping to fulfill your personal, humanitarian and charitable objectives.

There are many ways that your planned gifts can blend with your own financial needs and tax planning, so be sure to explore additional possibilities and opportunities for creative gift planning.  Planned gifts include bequests through your gifts of life insurance, charitable gift annuities and gifts of retirement plans. They are arranged by you legally during your lifetime.

Your gift can help safeguard the future of working equines. It can ensure that when natural disaster occurs, we’ll be ready to help the equine victims; it will allow us to fund expansion into new communities; and if we experience downturns in the economy, we will still have the resources to continue our vital work.