Anna: But we wanted to do more than just make gifts. Joe and I have been careful and have been able to save enough for retirement. We plan to be generous with family, but we also have the ability to be generous with charity.
Joe: After talking it over, we decided to leave a bequest in each of our wills. Our attorney took the simple language available from the organization and included a nice bequest in my will as well as Anna's. We are delighted that we will be helping others through these gifts.
Is a charitable bequest right for you?
We have resources that will help you learn more about bequests. Click here to review sample bequest language. You will see how easy it is to include a bequest in your will or trust.
You might find it helpful to print this page and the bequest language. Please feel free to give this information to your attorney. If he or she has any questions, please contact us.