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A Most Meaningful Gift |
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Of all the gifts that you give during your lifetime, a bequest (a gift you designate in your will) may be the most meaningful gift you will ever make. Through a bequest and other “planned gifts,” you can
What better way to thank the people or organizations that have impacted your life than to make a contribution from your estate through a bequest? If you plan to give a charitable gift by will, please think it through carefully. Then meet with your attorney to discuss and update your will. Tell your attorney exactly what you want given to whom. An up-to-date will serves as the foundation of your estate plan by outlining your current intentions and creating tax-saving opportunities for your estate. If you decide to include the Sisters of Charity, BVM in your will, the following language may be of help to you and your attorney: “I [name], of [city, state, zip], give, devise and bequeath to the Sisters of Charity, BVM; Dubuque, Iowa, [written amount or percentage of the estate].” We would hope that you will inform us if you have named the Sisters of Charity, BVM in your will. We would like the opportunity to thank you for your generosity and thoughtfulness. While publicly acknowledging a gift often inspires generosity in others, we also understand that you may prefer to keep your gift anonymous. If this is the case, your gift will remain completely confidential. We truly appreciate your support and will honor your wishes, whatever they may be. This material is for informational purposes only and does not constitute legal or financial advice. For such advice, please consult an attorney, tax professional or investment professional. Diane L. Brondyke • Director of Development For on-line giving, go to Return to Table of Contents. |