You are at: Planned Giving > Learn About Wills and Bequests
What are the benefits of making a bequest?
- You leave a lasting legacy to be remembered
- 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 gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Palm Health Foundation as part of your estate plan.
We would love to welcome you to the Palm Health Foundation Legacy Society. The Palm Health Foundation Legacy Society celebrates those who have let us know that they have name Palm Health Foundation in a planned gift, such as wills, trusts, life income gifts, retirement plans, life insurance designations, and other planned gifts. Palm Health Foundation staff can work with you and your professional advisor jointly to help determine what planned giving option is best for you and your family.
We would love to welcome you to the Palm Health Foundation Legacy Society. It is simple to join. Just complete the (
attached form) and return to Carrie Browne. The letter of intent will serve as documentation of your gift and will help ensure that your gift is received by us and that it is used the way you want it to be used.
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?
