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Charitable Bequest / Gifts

Charitable Bequest / Gifts

What is a Charitable Bequest and How do I make a Charitable Gift?

Many clients wish to include a favorite charity or their church in their Estate Plans. Everyone is different. Some want to include a gift that keeps on giving such as a scholarship fund.

Remember… it is your money; and we can help you achieve your goals and create a plan that allows you to leave your assets to whomever you want under whatever conditions you specify.

Charitable bequest can be outright gifts in set amounts, a percentage of the total estate, a specific asset or specific account. Some examples of charitable giving:

  • Giving real estate to a land trust for preservation.
  • Giving real estate to be sold by the charity.
  • Leaving a greatly appreciated investment or stock to a charitable organization.
  • Creating a family foundation to provide scholarships to relatives or others who meet criteria set by you.


Charitable Bequests can help others and leave a gift that keeps on giving.

Do I Need Estate Planning?

The State of Alabama provides an estate plan for everyone. It is a one size, and it fits everyone. Fits everyone? Not really.

We Cant wait to hear from you

417 4th Avenue SW #270 Cullman, AL

204 Main Street Suite 128 Trussville AL

Serving Alabama with customized Estate Planning.

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