Planned Giving

With a planned gift to TRI, you will leave behind a legacy of compassion, hope and healing.
Did you know you can list the Therapeutic Riding Institute in your financial planning tools? Talk to our development office to learn how you can use your life insurance, retirement accounts, will or trust to leave a lasting legacy. TRI has established a planned gifts program to facilitate making deferred and testamentary gifts.

 

Planned gifts include:

• Bequests and Wills – Consider adding TRI as a beneficiary to your will.

• Beneficiary Designation – Naming TRI as the beneficiary of your retirement plan assets, IRA, or insurance policy is a simple way to make a legacy gift.

• Financial Account Transfers – By establishing a “Transfer-on-Death” (TOD) or “Payable-on-Death” (POD) provision, you can transfer assets to TRI without the expense of a will or trust.

 

TRI is committed to the responsible stewardship of deferred and income producing gifts. Contact your financial professional for questions regarding planned giving!

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For more information please contact Stephanie Llacuna at sllacuna@triohio.org or by calling 937-317-4425.