Gift PlanningLeave a Legacy of Giving

Planned Giving

Bequests and Wills

A bequest is one of the easiest gifts to make.

Benefits of 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

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 Can I Learn More About Wills?

How Do I Get Started?