Make a Bequest

Make a Bequest

What is a Bequest?

Bequests may be the most straight forward option for leaving your legacy. Simply defined, a bequest is a gift of money or property promised to an organization in your will. Among the advantages of making a bequest are:

  • They provide you with control of your assets during your lifetime and allow you to make a gift without impacting your current financial situation
  • Estate tax charitable deduction
  • Expand the impact of your philanthropy for years to come
  • Ensure your legacy by seeking a cure for PF

Bequest Example

“I give (or bequeath) to the Pulmonary Fibrosis Foundation, located in Chicago, Illinois, a non-stock charitable corporation, tax ID number 84-1558631, for the general charitable purposes, the following assets: _____________.”

In many cases, it makes sense to name the Pulmonary Fibrosis Foundation as a percentage beneficiary of your estate; that way your estate plan can reflect your overall intent and goals regardless of valuation fluctuations. 

Contact us today

Interested in leaving a bequest to the Pulmonary Fibrosis Foundation? Our development team is here to assist. For more information, please contact Seth Klein, Vice President, Development, at 312.224.2670 or sklein@pulmonaryfibrosis.org.

 

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