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Bequests

A charitable bequest is a gift to Greenbelt, made from one's estate through a will or living trust. A bequest can be funded with almost any asset, such as cash, stocks or mutual funds, IRAs and retirement funds, real estate, and tangible personal property. A bequest can range in size and value from several hundred dollars to several thousand dollars or more, depending on one's means and charitable intent.

  • A bequest can reduce or eliminate federal and state estate taxes.
  • A bequest preserves current assets and allows you to make the most of an asset througout your lifetime for family, retirement and other personal goals.
  • A bequest offers tremendous flexibility, since estate plans can be changed or amended at any time to reflect changing circumstances, and almost any asset can be used.
  • A bequest enables you to leave a lasting legacy to Greenbelt, and make a gift at a level that might not be possible during your lifetime.

Charitable bequests carry important tax consequences. Never make a testamentary gift to Greenbelt or any other charity without first consulting your attorney, financial or tax advisor, and/or estate planner.

For more information about bequests, please click on the links below:

Sample Bequest Language
Beneficiary Designation: the Tax-Wise Bequest
John W. Peirce Bequest Circle

 

 
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