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Bequests Many people don't consider estate planning because they feel they don't have a large enough .estate. to protect. Bequests of all sizes are valuable to WQUB. Whether you wish to donate your entire estate, a portion of your estate, a fixed dollar amount, or a percentage of your assets, bequests are easy to make. If you already have an existing will, your attorney can help you add a new gift or change a provision by making a simple amendment (a codicil). We are happy to assist you and your advisor through the estate planning process by providing language and documents to ensure your giving objectives are met. If you would like to leave an unrestricted bequest to WQUB in your will, you may use the following wording: .I hereby give, devise, and bequeath (insert dollar amount, percentage of estate, or residuary) to WQUB, a non-profit corporation, for its general purposes.. Please notify us if you include WQUB in your will as we would like to acknowledge your generosity and express our gratitude for your support of WQUB. Gifts of Stock Please contact us to discuss the various means to donate stock to WQUB. Please note that your name will not accompany an electronic transfer of shares, so it is very important that you notify us of your intent. We would enjoy the opportunity to thank you and would like to make sure your intentions are carried out properly. Life Insurance or Retirement Assets This may be as simple as declaring WQUB a beneficiary of your insurance policy or retirement fund. Your retirement plan benefits advisor or your life insurance professional can help you to make this designation. General Advice and Information Please consult with an attorney or financial advisor regarding your planned giving decisions. They will be able to provide tax and legal advice specific to your needs. |
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