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: firstname.lastname@example.org
Marcia Carucci: email@example.com