IMPACT OUR FUTURE THROUGH
What are the benefits of making a bequest?
You leave a lasting legacy to be remembered.
You lessen the burden of taxes on your family.
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 several ways:
You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift the balance or residue of your estate
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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