Include Avon Old Farms in your Will or Trust
Gifts from a will or trust are the most common and can be one of the most impactful planned gifts. Here you will find information regarding the benefits of these gifts and how they are facilitated.
What you need to know
A bequest is a distribution of assets after someone’s lifetime.
Typically bequests are a percentage or a fixed dollar amount. They are most frequently made through a will or a living trust. Donors typically make either an unrestricted bequest which funds the endowment or a restricted bequest helping to endow a scholarship or other designated gift. Please contact Sarah Wallace, Planned Giving Manager, at firstname.lastname@example.org to help facilitate your gift intent when making a restricted gift.
Include clear bequest language in your will or trust enabling your executor to:
- Accurately name Avon Old Farms School as a charitable organization receiving a gift.
- Ensure the timely distribution of your assets.
- Reduce taxes and other expenses associated with the settlement of your estate.
- Support a special initiative or program at Avon Old Farms School.