Bequest

• Joe: "Anna and I believe the organization is truly helping others. It is important to us to partner with them to make a difference. That is why we have made several gifts over the years."
• Anna: "But we wanted to do more than just make gifts. Joe and I have been careful and have been able to save enough for retirement. We plan to be generous with family, but we also have the ability to be generous with the foundation."
• Joe: "After talking it over, we decided to leave a bequest in each of our wills. Our attorney took the simple language available from the organization and included a nice bequest in my will as well as Anna's. We are delighted that we will be helping others through these gifts."

What is a charitable bequest?

A bequest is a gift you can make to support the organization's mission in your will or living trust or with a codicil.

Charitable bequest video

Is a charitable bequest right for you?

We have resources that will help you learn more about bequests. Please review our 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 information above is representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to create a printable illustration of your income and tax benefits with our calculators.