Giving Through Your Estate
A charitable gift from your estate is the simplest way to achieve your financial goals and benefit F&M in ways that may not be possible through lifetime gifts. Giving through your estate plan also generates a charitable estate tax deduction and potentially substantial tax savings. Making an estate gift can be as simple as including one sentence of bequest language in your will or listing F&M on your beneficiary designation form.
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit F&M.
Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust. This enables you to make generous gifts that may not be possible during your lifetime.
While most assets transfer through a will, retirement plans and life insurance policies are governed by a separate document, called a beneficiary designation.