Perhaps the easiest and the most common way of making a legacy gift is through your will. It is unnecessary to have your will rewritten by an attorney. A simple codicil (one page attachement) can make your wishes known. A bequest in a will can take the form of a set amount of money, a percentage of an estate, a specific asset, a trust, or the naming of ERH as a contingent beneficiary.

For example:
"I give, devise, and bequeath (percentage or specific sum) to Episcopal Retirement Homes to be used (describe use) or as the governing board deems appropriate."

Is beneficiary giving right for you?
If you find yourself saying any of these statements below, then a bequest is probably a good fit:

"I'm afraid that if I give now, I will not have enough to last."

"I'd like to make a gift, but I want to make sure to leave some to my kids/grandchildren."

"I'm concerned about my health, so making a gift today doesn't seem prudent."

The benefits of a bequest include:
• You are in complete control.
• You decide what, when, where, how much and to whom.
• You can change your mind at any time.
• You will make a great impact on older adults in our care.

Please send me more information about
Bequest Giving.

The consequences of a charitable gift depend in significant part on each donor's particular circumstance. This general discussion of ways to give does not address every issue, nor does it take into consideration the type of assets you have, your individual tax situation or your estate and gift tax planning objectives. You are most strongly urged to consult your tax and estate planning advisors.