• Remembering (name of organization) through a bequest in your Will or estate plan is often called “the ultimate gift” since, for many of us, it represents the largest gift we are able to make, or plan to make, in our lifetime.

  • 90% of all “planned gifts” made in America each year are bequests made through a person’s will.

  • One of the great advantages to making a gift through one’s will is that the gift is conveyed only when you (and your spouse) no longer need those assets.

  • Making a bequest in one’s will is a popular choice because it is a simple gift to understand and a simple gift to make.

  • And yet, a gift intention made through a bequest in your will can be made in any number of ways. You can include a bequest in your will to (name of organization) that is a specific dollar amount or specific other “real” property, such as a home, an IRA, etc. You can give a percentage of your estate, or you can give “the remainder;” that is, whatever is left after all other specific bequests are honored.

  • When you make a gift through your will, you have the satisfaction of knowing how your gift will be used, at that time in the future.

  • A bequest allows your family to know your wishes.

  • A bequest removes those assets from your estate at your passing and, therefore, removes them from being subject to estate taxes.

  • A provision to include a gift to (name of organization) in your will is not irrevocable. You can change your mind at any time.

  • You can advise us to expect a bequest from you through your will. Whether to convey the details of your bequest is up to you.

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