Learn About Wills and Bequests

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to your church or charity.

What are the benefits of making a bequest?

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

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How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends, your church or charity as part of your estate plan.

VIEW BEQUEST LANGUAGE

What are my options?

A bequest can be made in several ways:

You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets

How do I get started?