News & Events | Creating a Legacy – Bequest Planning | Truman Heartland Community Foundation
 

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Creating a Legacy – Bequest Planning

A bequest is one of the easiest and most popular planned gift options because it costs you nothing in your lifetime. 

A bequest (also called a planned, legacy, or deferred gift) is a donation made through your will or living trust. It’s one of the easiest and most popular planned gift options because it costs you nothing in your lifetime. Bequestdonations are usually for a set dollar amount or percentage of your estate which will be donated to your designated nonprofit after you have passed.    

When you set up a bequest, either by adding to your existing family fund or establishing a new one, your passion for philanthropy will continue to make a positive impact in your community for years to come. Even after you’re gone, your designated charities will continue to benefit from a dependable stream of income from your gift, in your memory. And the best part is, anyone can make a legacy gift. Often all it takes is to designate Truman Heartland as a beneficiary on your IRAs, securities, real estate, life insurance, cash, or other assets.

To get started, contact your professional advisor, financial consultant, or a member of the THCF staff. We are happy to provide confidential services to you and your professional advisors, without pressure or obligation.

Get in touch and let us help you preserve your family name, honor those you love, provide for your heirs, lower your tax burden, and support your favorite causes. 

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