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Wills or Trust 

A bequest is one of the easiest 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 Debbie’s Dream Foundation as part of your estate plan.

Sample: I/We give, devise, and bequeath to Debbie’s Dream Foundation, Inc., a not-for-profit organization with Federal Tax Identification Number 90-0470243 located in Plantation, Florida, the sum of $____________ in cash to be used at the discretion of the Board of Directors of Debbie’s Dream Foundation for the general purposes of the organization.


  •  You lessen the burden of taxes on your family
  •  You may receive estate tax savings
  •  You leave a lasting legacy to be remembered

How to make a gift of retirement assets

  •   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
  •   You can gift a specific dollar amount or asset

Contact Us

If you have any questions about gifts of retirement assets, please contact us.