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Planned Giving

Bequests in Wills
Planning for the future and creating the legacy you wish to leave is one of the most effective
ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest,
can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage
of your estate or the remainder after all other provisions are specified.

“Totten” trust is a payable-on-death (POD) bank account—an account for which you name a
beneficiary, who inherits the funds in the account after your death.

Life insurance policies. Insurance can often provide an inexpensive way for you to leave a
significant gift.

Stock. Giving stock avoids federal capital gains tax, and most donors can also claim an income
tax deduction for the stock’s full market value

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