do I need a will?
Even if you do not plan to make a charitable
bequest, you still need a will. Without
a will, your estate will be settled according
to state law regardless of your intentions.
There is no provision in state law to provide
for the charities that an individual has
supported throughout his or her lifetime.
do I leave a gift for an organization that
I want to support?
The most common form of planned giving is
through a bequest. You may leave a specific
amount or a percentage of assets in your
estate to your favorite charity. Be sure
to discuss your intentions with your professional
advisor so that you can maximize the tax
advantages of your gift.
should I include a provision for charity
in my estate plan?
If you have supported a particular charity
or charities throughout your lifetime, you
may wish to continue that support in perpetuity.
By naming a building, a program, or a chair
at Henderson Mental Health Center, you can
create a lasting legacy and continue to
support the caused that are important to
you for years to come.
can planned giving impact my estate?
As an example, a properly planned charitable
lead trust can virtually eliminate all estate
taxes. Your professional advisor will be
able to advise you on the most advantageous
planned giving options for your situation.
I need to inform the charity that I have
left a planned gift?
That decision is up to you. Nonprofit organizations
like to know this information in advance
so that they may recognize your generosity.
Henderson Behavioral Health honors those
who realize the importance of permanent
community endowment through a variety of
naming opportunities. Your generous and
thoughtful planning for the future of our
community can be recognized during your
learn more about us, contact Suzanne Higgins, Director of Development at
954-777-1624 or firstname.lastname@example.org
NOTE: Henderson Behavioral Health is not
engaged in rendering legal or tax advisory
services. For advice or assistance
on your specific case, the service of an
attorney or other estate planning professional
should be obtained.