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Enewsletter Estate Planning Guide

Gift Planning

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Bequest

How a bequest works

A bequest is one of the easiest and most flexible forms of planned giving. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends, or a charitable organization as part of your estate plan, or you can make a charitable bequest using a beneficiary designation form.

Charitable Bequest
Property
Provide For
Family
Will, Trust,
or Designation
Support Charity

Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family

Here are some of the ways to leave a bequest to The Wilds Christian Association, Inc.

  • Include a bequest to The Wilds Christian Association, Inc. in your will or revocable trust
  • Designate The Wilds Christian Association, Inc. as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name The Wilds Christian Association, Inc. as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a charitable bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a charitable bequest to The Wilds Christian Association, Inc. as part of your estate plan, please take the time to let us know. We would like to thank you!

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