A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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 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 be made to family, friends or White House Retreat as part of your estate plan.

Contact your financial advisor to discuss setting up a Bequest.

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 from the balance or residue of your estate

4. You can make a beneficiary designation of certain assets