Charitable Bequest
A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Legacy Deo that will make a lasting impact.
Charitable Bequest
Property
Donor's Family
Legacy Deo
Benefits of a bequest
- Receive an estate tax charitable deduction
- Reduce the burden of taxes on your family
- Leave a lasting legacy to charity
How a bequest works
A bequest is one of the easiest gifts to make. Your attorney can include language in your will or trust specifying a gift to be made to family, friends, or Legacy Deo as part of your estate plan. Alternatively, you can make a bequest using a beneficiary designation form on a retirement account or life insurance policy.
Here are some of the ways to leave a bequest to Legacy Deo
- Include a bequest to Legacy Deo in your will or revocable living trust
- Designate Legacy Deo as a full, partial, or contingent beneficiary of your retirement account (IRA, 401(k), 403(b), or pension)
- Name Legacy Deo as a beneficiary of your life insurance policy
A bequest may be made in several ways
- Percentage bequest - give a percentage of your estate
- Specific bequest - give a specific dollar amount or a specific asset
- Residual bequest - give the balance or residue of your estate
Contact us
If you have any questions about leaving a bequest to Legacy Deo, please contact us. We are happy to assist you. If you have generously included us in a bequest as part of your estate plan, please let us know. We would like to recognize you and your family for your generosity.