|
|
 |
|
|
What are they?
Often the easiest way to support your charitable interests, a bequest permits you to support your community while retaining complete control over your assets during your lifetime. Bequests can be a specific dollar amount, a percentage of your estate, or what remains after other bequests—such as those to family members—are satisfied.
Highlights:
- Through a bequest, you may arrange for your heirs to receive lifetime income from your estate, with the remainder going to the Foundation for charitable purposes.
- You may name a new fund, an existing fund, or a specific group or organization to receive your bequest to the Foundation.
- You can give cash, appreciated stocks, or other assets.
- Some of the most tax-efficient assets types to give through your will come from retirement plan accounts, since heirs would be taxed on the income in respect of the decedent.
- Bequests to the Foundation earn a full charitable deduction on estate taxes.
- Here is suggested language to use when naming the Foundation as the recipient of funds through your will or living trust.
|
For more information, click on the icon below to download a complete description of bequests. This is a PDF document that requires Adobe Acrobat Reader.
|
|
|
|
Bequests
|
To learn more about ways you can give later, contact Aviva Shiff Boedecker, director of gift planning, at 415.464.2516 or by email. Or, request a copy of “Giving Back, Looking Forward: How to Achieve Your Financial and Charitable Goals through the Marin Community Foundation.”
|
------------------------------------------------------------------------------------------------
The information on this site is not intended as legal, tax, or investment advice.
For such advice, please consult an attorney, tax professional, or investment
professional.
------------------------------------------------------------------------------------------------
| |
|
|
|
|
|
