Ways To Give

Planned Legacy Gifts

Bequest

A bequest occurs when someone gives assets, such as stocks, bonds and personal property, through his or her will.  Any potential donor who has a will or living trust, regardless of age, the size of their estate, or the amount of their gift, can make a charitable bequest.  The value of the gift is removed from a person’s estate, which reduces the amount owed in estate and inheritance taxes.