PlannedGiving

Planned Giving

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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, or by using this free online tool, you can include language in your will or trust specifying a gift be made to family, friends or the CDC 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?

Using this free tool, friends of the CDC Foundation can create a will absolutely free, so that you can provide for your family, friends, and the causes which you hold most dear. This free tool can also help you before you meet with an attorney. Click here to create a will for free.


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