Maximize your philanthropic goals

Learn About Leaving a Gift in Your Will

What are the benefits of leaving a gift in your will?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?

How do I leave a gift in my will?

The most common form of giving after your lifetime is a gift of assets (money and/or other property) that is made through your will or other testamentary arrangement. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or your Community Foundation charitable giving fund as part of your estate plan.

What are my options?

A gift to your will can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?