A Bequest in Your Will
A Charitable Bequest in Your Will
Leaving a bequest in your will or living trust is one of the most popular choices due to its simplicity, flexibility, versatility and tax benefits.
- Simple bequest language can be added and you are done.
- As the gift isn't until after your lifetime, you can alter it at any time if needed.
- Whether an exact amount or percentage of your estate is preferential, both are easily accommodated.
- If your estate is subject to estate tax, the full value of your gift is tax-deductible.
If you have questions, please contact Mr. Jim Michalek, Director of Development. We are here to help and will hold any discussions in confidence.