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Planned Giving

Planned GivingBy considering planned giving, you will establish a legacy and ensure that your support will impact future generations.

Planned giving, such as wills, trusts, life insurance, or other options recommended by an estate planner, may be considered options.

A bequest, a gift in your will or life insurance policy, is easy; it only takes a few sentences. Your gift is a charitable tax deduction at full value, helping offset possible estate taxes.

When planning for a bequest, you will need to consider how you would like your gift to be used. It can be unrestricted in purpose or restricted to a specific purpose. It can be an expendable fund or an endowed fund (last in perpetuity)

Below you can find some examples of types and bequest language.

SAMPLE BEQUESTS