Giving Through Your Estate

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit the nonprofit of your choice in ways that may not be possible through lifetime gifts.

Giving through your estate plan generates a charitable estate-tax deduction and substantial tax savings. You may direct all or a portion of your estate to the nonprofit of your choice. 

Bequests

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit nonprofit of your choice.

Bequest Language for Donors

Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust. This enables you to make generous gifts that may not be possible during your lifetime.

Beneficiary Designation

While most assets pass through a will, retirement plans and life insurance policies, are governed by a separate document, called a beneficiary designation.
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