ABOUT BEQUESTS

You may be looking for a way to make a significant gift to help further the mission of your favorite charity. A bequest is a gift made through your Will or Trust. It is one of the most popular and flexible ways that you can support the cause that matters the most to you.

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CHARITABLE GIFT ANNUITY

A charitable gift annuity is a great way to make a gift to your favorite charity. With this vehicle, you can gift your cash or property to your favorite charity and they will promise to make fixed payments to you for life at a rate based on your age.

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IRA CHARITABLE ROLLOVER

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Bequest Language

Example bequest language - Please feel free to change the numbers or percentages as you desire.

1. Bequest of cash

"I bequeath the sum of $10,000 to Charity, City, State."

2. Bequest of a percent of the estate

"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Charity, City, State."

3. Contingent Bequest

"If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Charity, City, State."
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