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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Bequests

Bequests

Joe and Anna have been faithful supporters of their favorite charity. They believe it is important to support and encourage their mission.

Joe: Several years ago, Anna and I decided to become part of the organization's mission. We believe that they are truly helping others. We think that it is important to partner with them to make a difference. For that reason, Anna and I have made gifts over the years to help others.

Anna: We wanted to do more than to just make gifts. Joe and I have been careful over the years and have accumulated some resources. We plan to be generous with family, but we also have the ability to be generous with charity.

After talking it over, we decided to leave a bequest in our will. Our attorney took the simple language available from the organization and included a nice bequest. We are delighted that we will be helping others through them.

You also may want to make it easy and convenient to have a bequest included in your will. The language below shows how a bequest can very easily be included in your will.

You might find it helpful to select the "print" button below and print this page. Please feel free to give this information to your attorney. If he or she has any questions, please have them contact Gift Planner at phone number 715-838-0368 or e-mail us at jnohelty@giftplanningservices.com.

*Please note: The name and image 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 click here to view a color example of your benefits.


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 Gift Planning Services of Eau Claire, WI."

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 Gift Planning Services, Eau Claire, WI."

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 Gift Planning Services, Eau Claire, WI."


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