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This one is straightforward. A bequest is a statement in either your will or trust that details what, and the amount, you’d like to leave to the charity. That could be investments, property, autos or other assets. Bequests are just gifts made as part of your will or trust and can be made by anyone and for any amount. However, you’ll want to work with an attorney to accurately convey your wishes to ensure your donations reach the charity and your funds are used for the purpose you desire.

Generally, there’s no limit to the number of charitable bequests against the value of an estate (but you need to make sure you designate how your estate is distributed among charities), making them a powerful tool for reducing estate tax. EIN#392026285


Just as you can name a spouse or other relative as a beneficiary of your IRA, 401(k) or life insurance, you can also designate a charity. To do that, you simply complete a designated beneficiary form for your account. Because your beneficiaries receive those retirement assets at the time of your death, there are a few tax advantages. 

Charities don’t pay income tax, so the full amount designated from your retirement accounts will benefit the charity you choose — maximizing your donation.  EIN#392026285

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