Revocable Gifts

Bequest—A Gift Made Through Your Will

Establish a gift in your will that reflects your most personal and important lifetime concerns. Bequests are among the most popular and widely used planned gifts because a bequest can be changed, costs you nothing as long as you live, and provides an estate tax deduction equal to the value of gifts to charity.

Revocable Living Trust

Create a trust that can be revoked or changed during your lifetime that directs the disposition of your assets, including charitable gifts. A revocable living trust can minimize the cost and delays associated with probate, facilitate asset transfer, provide privacy and, unlike a will, ensure asset management continuity in the event of disability.

Retirement Plan Assets

Add a charitable beneficiary designation to your IRA, 401(k), or other qualified retirement accounts. You can use a retirement plan to realize philanthropic goals and avoid income tax on plan assets.

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