Learn About Wills and Bequests


WHAT ARE THE BENEFITS OF MAKING A BEQUEST?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

 

HOW CAN I LEARN MORE?

 

HOW DO I MAKE A BEQUEST?

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 The HBCU Foundation 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?

Sharing is caring!
Login
Sign In