Estate planning with purpose
Elements of a plan
A Personalized estate plan empowers you to:
Why estate planning
Four reasons to include charitable donations in your estate planning
Charitable giving allows you to support the causes and institutions that matter most to you, even after you’re gone.
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Bequests in your will
Include a specific dollar amount, percentage of your estate or certain assets in your will for your chosen charity.
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Charitable trusts
Create trusts that provide income to beneficiaries during their lifetime, with the remainder going to charity.
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Life insurance contributions
Donate an existing policy or designate a charity as the beneficiary of a policy to create a significant gift with minimal financial impact.
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Retirement assets
Direct tax-deferred retirement accounts to charities to minimize income tax liabilities for your heirs.
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FAQs
It ensures your assets are distributed according to your wishes, minimizing taxes and legal complications.
It can reduce estate taxes while supporting causes you care about, thus creating a lasting legacy.
A bequest is a gift left to a beneficiary in your will, often used to support charities or loved ones.
Consult a financial advisor and an estate planning attorney to discuss your goals and create a personalized plan that reflects your priorities.
A will, a trust, a durable power of attorney for finances, a healthcare proxy and a living will are typically needed.
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