A Bequest to Further Good Work
Nancy: We met with our lawyer to revise our wills, and we each included a provision for a bequest to charity. Our lawyer put language in the will that allows a percentage of our estate to go to our favorite charity. This was easy to arrange and permits us to still use our assets during our lives if we need them.
David: We told their gift planner about our decision and were excited when we were invited to a special event honoring us. We will continue to make gifts during our lives, but it feels good to know that our support will help in the future.
Is a bequest right for you?
We have resources that will help you learn more about bequests. Click here to review sample bequest language. You will see how easy it is to include a bequest in your will or trust.
You might find it helpful to print this page and the bequest language. Please feel free to give this information to your attorney. If he or she has any questions, please contact us.
*Please note: The names and situations provided are not necessarily representative of actual donor experiences but are intended to provide an example of a giving opportunity available to donors. Because the benefits may be different, you may want to click here to view an example of your benefits.