Charitable Bequests
A popular and enduring planned gift is the charitable bequest.
Bequests are popular because they give you the opportunity to leave
a lasting legacy. When you make a charitable bequest, you retain
full use of your property during life, so there is no disruption of
your lifestyle and no immediate out-of-pocket cost.
To make a bequest, simply direct that part of your estate passes
directly to your favorite charities. Since a charitable bequest can
take many forms, you have remarkable flexibility in how you make
this designation. For example, you can leave...
- a specific asset
- a specific sum of money
- a percentage of your estate
- or what remains of your estate after you have provided for all
of your other beneficiaries.
You can also designate exactly how you want your bequest to be
put to use. Or you can provide an unrestricted bequest that
can be used whenever and wherever it's needed most. Most
importantly, you can change your bequest whenever you choose, which
means you remain in complete control of the planning process.
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