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What are the benefits of making a bequest?
- You leave a lasting legacy to be remembered and benefit future generations.
- You lessen the burden of taxes on your family.
- You may receive estate tax savings.
How can I learn more?
How do I make a bequest?
A bequest is one of the easiest and most common legacy gifts to make. With the help of an advisor such as an estate attorney, you can include language in your will or trust specifying a gift be made to family, friends, or the Jewish Community Foundation, Inc. as part of your estate plan.
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.
How do I get started?