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How to Make a Bequest

A bequest is an easy gift to make.  Simply include language in your will or trust specifying gifts to be made to family, friends and VerdeCares as part of your Estate Plan.  Consult with a financial advisor, and the task will be simplified.

Benefits of Making a Bequest

  • You will leave a lasting legacy and memory.
  • You will lessen family member's tax burden.
  • Your estate tax may be reduced.

Bequest Options

  • You can gift a specific dollar amount.
  • You can gift a percentage of your estate.
  • You can gift from the balance or residue of your estate.
  • You can gift specific assets or property.
For more details on making a bequest to VerdeCares download our Gift Planning Guide (PDF).

For advice about the effect of any bequest on your estate, we recommend you seek the advice of your legal and accounting professionals.
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