BEQUESTS

 

What are the benefits of making a bequest?

 

1. You leave a lasting legacy to be remembered.

2. You lessen the burden of taxes on your family.

3. You may receive estate tax and savings.

 

How do I make a bequest?

 

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift to be made to family, friends, or Spay Illinois Pet Well Clinics as part of your estate plan.

 

What are my options?

 

A bequest can be made in several ways:

 

1. You can gift a specific dollar amount or asset

2. You can gift a percentage of your estate

3. You can gift the balance or residue of your estate

4. You can make a beneficiary designation of certain assets

 

 

Gift of Cash or Securities

 

An outright gift of cash or securities is the simplest way of making a gift to Spay Illinois Pet Well Clinics. With this type of direct gift, the IRS allows you to take a charitable deduction equal to the gift’s fair market value on the date you made the gift.

Does your employer have a workplace giving program? If so, remember to include Spay Illinois in your mix of charitable giving.

 

 

There are many options for planned gift giving; you can contact your financial advisor to find what would work best for you and your family.​

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For more information, please contact:

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Tammy Bristol

Director of Development and Communications