What are the benefits of making a bequest?
- You leave a lasting legacy to be remembered
- You lessen the burden of taxes on your family
- You may receive estate tax savings
How can I learn more?
How do I make a bequest?
A bequest is one of the simplest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Grand Valley State University as part of your estate plan. Click here for specific language
What are my options?
A bequest can be made in several ways:
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- You can gift a specific dollar amount or asset
- You can gift a percentage of your estate
- You can gift from the balance or residue of your estate
- You can make a beneficiary designation of certain assets