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CHARITABLE BEQUEST

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to The Village at Incarnate Word that will make a lasting impact.

BENEFITS OF A BEQUEST

Receive an estate tax charitable deduction

Reduce the burden of taxes on your family

Leave a lasting legacy to charity

HOW A BEQUEST WORKS

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or The Village at Incarnate Word as part of your estate plan, or you can make a bequest using a beneficiary designation form.

HERE ARE SOME OF THE WAYS TO LEAVE A BEQUEST TO THE VILLAGE AT INCARNATE WORD

  • Include a bequest to The Village at Incarnate Word in your will or revocable trust
  • Designate The Village at Incarnate Word as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name The Village at Incarnate Word as a beneficiary of your life insurance policy

A BEQUEST MAY BE MADE IN SEVERAL WAYS

Percentage Bequest

Make a gift of a percentage of your estate

Specific Bequest

Make a gift of a specific dollar amount or a specific asset

Residual Bequest

Make a gift from the balance or residue of your estate

CONTACT US

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to The Village at Incarnate Word as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.