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Bequests

Bequests are easy to make and cost nothing during a donor’s lifetime, making them the most popular planned gift.
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Is a bequest right for you?

A bequest is a gift made through an individual’s will, living trust or other estate documents. This type of planned giving typically costs nothing to the donor during their lifetime and can provide significant tax benefits in some cases. A bequest may also qualify for various state and federal government incentives such as income-tax deductions depending on which types are used by donors when they make the gifts from assets that have appreciated over time

Should you have questions about making one of these gifts please contact:
Pam Whitaker: (760) 845-9196 or pam@alnc.org
Marcia Carucci: (760) 207-4758 or marcia@alnc.org

Download our Legacy of Giving Brochure to find out what gifts will work best for you.

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Planned Giving is a great way to support ALNC. Schedule a call with us and get started today!
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Contacts for
Planned Giving:
Pam Whitaker
760-845-9196
pam@alnc.org
Marcia Carucci
760-207-4758
marcia@alnc.org
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.