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Making a Charitable Bequest

What are the benefits of making a charitable bequest, or a gift by will or revocable living trust?

  1. It is a gift that is easy to arrange and costs nothing to make now
  2. You retain control of your assets for as long as you need them
  3. You can change or revoke your gift should your circumstances change
  4. You may be able to make a larger gift than you ever thought possible
  5. You can leave a generous gift to By the Bay Health after providing for your heirs

How can I learn more?

How do I make a gift in my will or living trust?

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 By the Bay Health as part of your estate plan.

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?