Gifts from Your Will or Trust

How It Works

• Include a bequest to The Holton-Arms School in your will or trust. (Here is sample language for your will.)
• Make your bequest unrestricted or direct it to a specific purpose.
• Indicate a specific amount, or a percentage of the balance remaining in your estate or trust.

Important Related Topics

• Sample Language for your will or trust
• Sample Codicil
• The 25 Estate Documents You Need to Put in One Place
• Will Planning Wizard
• You Need a Good Estate Plan

Benefits

• Your assets remain in your control during your lifetime.
• You can modify your gift to address changing circumstances.
• You can direct your gift 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.

Please let us know if you have already included The Holton-Arms School in your estate plan or if you are considering doing so. We would love to hear from you.

Next

• More detail about gifts from your will or trust.
• Frequently asked questions.
• Contact us so we can assist you through every step.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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