Planned Giving

Planned Giving

Planned gifts allow donors to leave a lasting legacy while ensuring that BluePath’s life-changing work continues in the future.  There are several options to choose from; we recommend discussing your thoughts with your attorney or financial advisor.

  • Gifts in Your Will: A gift in your will or living trust, otherwise known as a charitable bequest, allows you to list BluePath as a beneficiary with a fixed gift amount or a percentage of your estate.  
  • Beneficiary Designations: You can name BluePath as the beneficiary of life insurance policies, individual retirement accounts, commercial annuities, or other financial accounts. Just contact your bank, insurance company or retirement account holder and request a beneficiary designation form. To complete the form, use our legal name and Federal Tax ID, below.
  • IRA Gifts: The Pension Protection Act provides that IRA owners age 70 ½ or older may donate all or a portion of their IRA, up to $100,000, and avoid income taxes that would ordinarily incur with normal distribution. The transfer must be made directly from the IRA to BluePath through your IRA administrator or your IRA checkbook. Read Betty Goldfarb’s story
  • Other options include Charitable Remainder and Charitable Lead Trusts.  Speak to your financial advisor to determine whether a trust might be a good option for you. 

Tell Us About Your Plans

When you plan a gift to help secure our future, you will be invited to join the Legacy Circle, our honored group of friends who include BluePath in a will or trust, a retirement plan or insurance policy or with a charitable gift annuity. To share your plans, please contact Erica Stanzione at 845-377-0477 or via email.

Relevant Information:

Legal Name: BluePath Service Dogs, Inc. 

Attn: Planned Giving

Address: 71 E. Main St., PO Box 328 Wappingers Falls, NY 12590

Federal Tax ID Number: 81-3606565

Sample Bequest Gift Language:

I give to BluePath Service Dogs, Inc., currently located at 8 Country Club Road in Hopewell Junction, NY 12533 ________________(insert specific dollar amount or percentage) in support of its mission. Federal tax identification number: 81-3606565.

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