Wills and Bequests

The simplest type and most often used planned gift, a bequest, is a gift to charity through your will or trust. The contribution can be in the form of a specific asset (land, home, collection or stock), a specific amount (cash), a percentage of assets (e.g., 50 percent of your assets to the Church), or what remains after all obligations and wishes are met.

Personal Need: A donor needs assets during life to cover living or medical expenses.

Solution: A donor can keep ownership of assets during life and still benefit the Church by donating at death.

Benefits

  • Gift to the Church
  • Preserves Lifetime Income
  • Estate Tax Deduction

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