Charitable Bequest
A charitable bequest is one of the easiest and most flexible ways to make a lasting impact on Mount Angel Abbey.
Charitable Bequest
Property
Donor's Family
Mount Angel
Benefits of a bequest
- You receive an estate tax charitable deduction
- You reduce the tax burden on your family
- You leave a lasting legacy to Mount Angel Abbey
How a bequest works
A bequest is one of the simplest gifts you can make. With the help of an attorney, you can include language in your will or trust specifying a gift to family, friends, or Mount Angel Abbey as part of your estate plan, or you can make a bequest using a beneficiary designation form.
Here are some of the ways to leave a bequest to Mount Angel Abbey
- Include a bequest to Mount Angel Abbey in your will or revocable trust
- Designate Mount Angel Abbey as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
- Name Mount Angel Abbey as a beneficiary of your life insurance policy
A bequest may be made in several ways
- Percentage bequest – You can make a gift of a percentage of your estate
- Specific bequest – You can make a gift of a specific dollar amount or a specific asset
- Residual bequest – You can make a gift from the balance or remainder of your estate
Contact us
If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Mount Angel Abbey as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.