Example

Catherine Hanney, a widow, has been a supporter of charity_name for many years. Catherine is in good health now, but does not want to be a financial burden to her children should she require expensive health care in the future.

charity_name is one of two charities to which she has been most dedicated. She would like to make a lasting gift to each of them in memory of her husband. After discussing her options with her estate planning advisor, she decides to create a residuary bequest in her will for each of her two favorite charities. Each charity will receive 50% of the remainder of her estate after all other obligations, such as taxes and bequests to her children and grandchildren, have been taken care of.

Benefits

  • Catherine’s assets will remain available to her should she need them.
  • The revocable nature of her gift will minimize the possibility that she will ever need financial help from her children.
  • If her estate is worth what she expects when it is settled, she will be able to provide generous legacy gifts to the two charities that have meant the most to her and her late husband.

 

How Your Gift Helps

NEED COPY FOR THIS AREA

and copy here;
 
and copy here;
 
and copy here;