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Planned Giving

  2. Giving
  3. Planned Giving
  4. Bequest

Fund a bequest with cash, real estate, closely held stock, appreciated securities, tangible personal property

  • Continued use of assets during your lifetime
  • Unlimited charitable estate tax deduction
  • Created in will or revocable trust
  • Increase or decrease bequest amount at any time

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 examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Please note some giving areas require a minimum gift amount.