The Charitable Bequest Planner

A Practical Guide to Legacy Giving Through Your Will or Trust

A charitable bequest is one of the simplest and most flexible forms of planned giving. Yet many donors never move forward because they are unsure how charitable bequests work, how they are structured in a will or trust, or what language is required.

The Charitable Bequest Planner is a practical, educational guide designed to help individuals understand charitable bequests, legacy giving, and estate planning—while retaining full control of their assets during their lifetime.

What’s Inside:

• A clear explanation of what a charitable bequest is and how it works
• The benefits of legacy giving through a will or trust
• A step-by-step charitable bequest planning checklist
• Guidance on restricted and unrestricted charitable bequests
• Sample bequest language for wills and trusts
• Examples of general, specific, residuary, and contingent bequests
• Tips for working with attorneys and financial advisors
• Trusted resources for researching and evaluating nonprofit recipients

This planner is designed to educate—not persuade—and to support thoughtful, informed decision-making around charitable bequests and estate planning.

Stop guessing how charitable bequests work. Download the guide and gain a clear understanding of how legacy gifts are planned, documented, and carried out.