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Gifts by Will

Through various types of bequests to Bates, you may secure a charitable estate-tax deduction for the value of the gift. Best of all, you will know that your generosity will support our mission for years to come.

You may prefer to state in your will or trust a sum of money, a percentage of your estate, a specific item, a work of art, or real estate that you wish to give to Bates.

Whatever form of bequest you choose, it is not subject to estate or inheritance taxes and so significantly reduces the tax burden of an estate. The value of the bequest may be deducted when the taxable estate is determined, and there is no limit to the deduction.

Suggested Bequest Wording

   
   

The information offered here is intended only as a general guide, and you should consult your attorney or tax advisor with respect to the effect deferred gifts may have on your particular estate and income tax situation. © Pentera, Inc. Planned giving content. All rights reserved.