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Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. A gift at the end of your life does not impact your ability to meet your needs while living.
  2. You may receive estate tax savings which could benefit your family.
  3. A gift of any amount will help your favorite charitable organization.

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 Harrison County Community 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?


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