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.

Benefits

•  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.