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A planned estate gift is an amazing way to show your gratitude and support into the future. A planned gift can be an important part of an estate plan, providing an excellent method of reducing taxes. El Rio’s planned giving program, The El Rio Foundation Legacy Society, was established to allow donors to make larger gifts than otherwise possible without undue financial sacrifice. These types of contributions allow you to enjoy the financial benefits and recognition of such a gift, along with the knowledge that your support has made a difference into the future.
An up-to-date estate plan is one of your most effective tools for protecting the security of your family and loved ones. But, did you know that you can also use your estate plan to play a role in carrying out El Rio’s vital mission?
When you create a will or living trust, you have the ability to decide how your assets will be distributed at your passing. You can include provisions, or bequests, that indicate to whom you would like to give specific assets or amounts.
Besides naming family members and other loved ones, you can also include bequests to charitable organizations such as El Rio Foundation. When you include a gift to us in your estate plan, you join a group of key supporters, The El Rio Foundation Legacy Society, whose donations have made possible some of our first 50 years of healthcare to the community and serving more than 125,000+ people annually.
It is easy to do. Making a bequest is a simple as inserting a few sentences into your will or living trust.
Your estate planning attorney can help you structure a gift so your wishes for your loved ones and treasured causes will be accurately fulfilled. You can include charitable bequest when you create your will or living trust, or you can add a bequest later by means of a codicil to your will or an amendment to your trust.
Just a few simple sentences, called bequest language, in your will or living trust are all that are needed. You can give us a specific item or amount, or you can give us a percentage of what is left of your estate after others have received their share. A percentage allows your gift to remain proportional to your estate size.
Although not necessary, notifying us that we are being named in your will or trust documents helps ensure that your bequest will be executed in the manner you intended.
You should discuss these various strategies with your estate planning attorney as you prepare to create or update your estate plan.
A bequest is simple specific language, expressed in your will or trust that outlines your wishes to leave a gift after your lifetime. You retain ownership and use of the assets today, while maintaining the option to change your bequest at anytime.
This is an outright bequest and is usually a gift of a stated sum of money. It remains effective even if there is not sufficient cash to make the bequest; other estate assets must be sold to meet the bequest.
This is an outright bequest of the “rest, residue and remainder” of your estate after all bequests, debts and taxes have been paid. Divide your estate according to percentages of the residue to ensure that beneficiaries receive the proportions you desire.
This is a bequest made on the condition that a certain event must occur before distribution to the beneficiary. This bequest is specific in nature and is not effective if the condition is not met.
This is an outright bequest that is a gift of a certain item to a particular beneficiary. If the item has been disposed of before death, the bequest is not effective and no claim can be made to any other property.
Consult an Attorney
Using the services of an estate planning attorney is always a best practice, rather than a do-it-yourself will you may find online. You need someone who understand the laws in AZ as well as federal law and someone who can help translate your wishes appropriately.
John Fung, Major Gifts Officer
Phone: 520-309-2415 Email: email@example.com
Brenda Goldsmith, Executive Director
Phone: 520-205-4948 Email: firstname.lastname@example.org
El Rio Foundation
Manning House 450 W. Paseo Redondo Tucson, AZ 85701