"HELPING people maximize what the Lord has GIVEN
them to MANAGE."
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| A Bequest to Further Good Work |
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of their church. They wanted to create a legacy to provide future support to continue its mission.
Dave: The work of our church was important to us and we provided support with current gifts, but wanted to do more. We received Gift Planning Services' enewsletter and noted that we could make a gift from our estate to help fund our church's ministries.
Nancy: When we met with our lawyer to revise our wills, we each included a provision for a bequest. Our lawyer put language in the will that allows a percentage of our estate to go to the church. This was easy to arrange and permits us to still use our assets during our lives if we need them.
 We told their gift planner about our decision and were excited when we were invited to a special event honoring us. We will continue to make gifts during our lives, but it feels good to know that our support will help in the future.
You also may want to make it easy and convenient to have a bequest included in your will. The language below shows how a bequest can very easily be included in your will.
You might find it helpful to select the "print" button on the top of your screen and print this page. You may feel free to give this page to your attorney. If he or she has any questions, please have him or her contact us at 715-838-0368 or email us at ashley@giftplanningservices.com.
Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since the charitable purpose of your bequest may be different from this person, you may want to contact us to discuss a bequest.
Example bequest language - Please feel free to change the numbers or percentages as you desire.
1. Bequest of cash
"I bequeath the sum of $10,000 to Peace Lutheran of Eau Claire, WI."
2. Bequest of a percent of the estate
"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Peace Lutheran, Eau Claire, WI."
3. Contingent Bequest
"If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Peace Lutheran, Eau Claire, WI."
You may print a Bequest tri-fold brochure. What Legacy Will You Leave.
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