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?
You leave a lasting legacy to be remembered
You lessen the burden of taxes on your family
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:
You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets