What do you know about Planned Giving?
LEARN ABOUT WILLS AND BEQUESTS
What are the benefits of making a bequest?
You leave a lasting legacy to be remembered
You lessen the burden of taxes on your family
You may receive estate tax savings
How do I make a bequest?
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or GO Campaign as part of your estate plan.
What are my options?
A bequest can be made in several ways:
You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets
How can I learn more?
If you have any questions about about Wills and Bequests, please contact us for more information. We would be happy to assist you and answer any questions you may have.
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