Gifts From Your Will or Trust
How it works
- Include a bequest to William & Mary in your will or trust. (Here's sample bequest language.)
- Make your bequest unrestricted or direct it to a specific purpose here.
- Indicate a specific amount, or a percentage of the balance remaining in your estate or trust.
- Your assets remain in your control during your lifetime.
- You can modify your bequest to address changing circumstances.
- You can direct your bequest to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
- Under current tax law there is no upper limit on the estate tax deduction for your charitable bequests.
Download a brochure on this topic: