Bequests

What are the benefits of making a bequest?

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

How can I make a bequest?

A bequest is a simple gift to make. With the help of an advisor, you can include language in your will or living trust specifying a gift to be made to Companions for Heroes as part of your estate plan.

A bequest can be made in several ways:

• You can gift a specific dollar amount or asset
• You gift a percentage of your estate
• You can gift from the balance or residue of your estate
• You can make a beneficiary designation of certain assets, including from an IRA or of a life insurance policy.
The most common way people remember Companions for Heroes in a will or living trust is through a charitable bequest. The following are examples of how to indicate a general or undesignated gift to Companions for Heroes.

“I give, devise and bequeath to Companions for Heroes, Tax ID#27-0648741, located at 620 Sea Island Road, Suite 148, Saint Simon Island, GA 31522, (the sum of $________) or (state a percentage of your residuary estate, or designate real and personal property, including exact location) to be used for its general purposes.”

This is merely a suggested wording. Please consult your attorney or an estate planning professional when preparing legal documents.
DONATE