How It Works

• Include a gift to Reach for Resources in your bequest plans (trust, will or estate planning). Here is sample bequest language.
• Make your bequest unrestricted or direct it to a specific purpose.
• Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
• Tell us about your gift so we may celebrate your generosity.

Important Information

• Sample Language for you to use for Bequest gifts
• Download an Codicil Example
• Declaration of Support Document

Benefits

• Your assets remain in your control during your lifetime.
• You can modify your gift to address changing circumstances.
• You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
• Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.

Please click here to let us know if you have already included the Reach for Resources in your estate plan or if you are considering doing so. If you would like additional information about bequest planning, please click here.