Wills and Bequests
A gift from wills and bequests is one of the easiest and most flexible ways that you can leave a planned gift to The Alliance that will make a lasting impact.
Benefits of a bequest
- Receive an estate tax charitable deduction
- Reduce the burden of taxes on your family
- Leave a lasting legacy to The Alliance
How a bequest works
A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or The Alliance as part of your estate plan, or you can make a bequest using a beneficiary designation form.
Here are some of the ways to leave a bequest to The Alliance
- Include a bequest to The Alliance in your will or revocable trust
- Designate The Alliance as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
- Name The Alliance as a beneficiary of your life insurance policy
A bequest may be made in several ways
- Percentage bequest - make a gift of a percentage of your estate
- Specific bequest - make a gift of a specific dollar amount or a specific asset
- Residual bequest - make a gift from the balance or residue of your estate
- Contingent bequest - a gift made to the Alliance only if the purpose of the primary bequest cannot be met
How do I get started?
With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or The Alliance as part of your estate plan.
If you are ready to start the process or have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include The Alliance as part of your estate plan, please take the time to let us know by completing this form. We would like to recognize you for your generosity.
VIEW BEQUEST LANGUAGE
Please let us know.