Let a Philanthropic Bequest Fit Your Wishes

Are you planning a bequest to your favorite charitable organizations? If so, make sure it reflects your hopes and desires. You have a wide choice of alternatives.

• You can bequeath a sum of money, specified personal or real property or a share of your estate's residue.
• Your gift can be contingent. That is, you can provide that the money, property or share is to go to some individual if that person survives you; otherwise, it's to be distributed to us. The official bequest language for your favorite charitable organizations is: "I, [name], of [city, state, ZIP], give, devise and bequeath to [your favorite charitable organization] [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
• You can create a trust for a relative’s benefit, assuring the availability of income and principal for that person's support and comfort, and name us to receive whatever is left when the trust terminates.
• For greater tax savings, you can establish a charitable remainder trust that will pay an income for life to the individual of your choice and the remaining principal to us.
• We generally prefer gifts without limits on their use so we can apply them to our most urgent needs. But you have every right to restrict your bequest by directing how you want it used or allowing us to expend only the income from your gift. If you want to designate a specific purpose, we need you to consult us in advance to make certain we'll be able to carry out your wishes.
• You can make your bequest in memory of yourself or a loved one. We'll be pleased to honor your intent, and we have many ways to grant appropriate recognition.

It's Your Call
It's natural and sensible that your bequest should reflect your personal wishes.

Please contact Mary Ludwig, Development Director at 712-732-5127, for more information.


The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.

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