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Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity. They wanted to create a legacy to provide future resources to continue its mission.
Dave: The work of our favorite charity was important to us and we provided support with current gifts, but wanted to do more. We received their newsletter and noted that we could make a gift from our estate and join the legacy society. We saw a picture of smiling people just like us and we wanted to be part of that group.
Nancy: We met with our lawyer to revise our wills and we each included a provision for a bequest. Our lawyer put language in the will that allows a percentage of our estate to go to our favorite charity. This was easy to arrange and permits us to still use our assets during our lives if we need them.
We told their gift planner about our decision and were excited when we were invited to a special event honoring us. We will continue to make gifts during our lives, but it feels good to know that our support will help in the future.
You also may want to make it easy and convenient to have a bequest included in your will. The language link below shows how a bequest can very easily be included in your will.
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 have him or her contact us at 804-545-8656 or email Robert Nomberg.
Click Here to review sample bequest language.
*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view a color example of your benefits.
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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.