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If you are looking for a simple way to continue your charitable giving beyond your lifetime, then leaving a charitable bequest in your will or trust may be a good option. A bequest is an easy and very flexible way to distribute your financial assets and real estate to your heirs – and to charity as well.
Many charitable donors will remember their Donor Advised Fund at Truman Heartland in their will or trust just like an additional heir. By doing this they ensure that a portion of their estate will endow their charitable giving. Their endowed fund will continue to support the causes that they grew to care so much about during their lifetimes, and because their principal gift is protected their gift serves as a personal legacy as the Foundation makes annual distributions according to the instructions they left for us to follow.
It's easy to add language to your will or revocable trust naming THCF as a percentage or full beneficiary of your estate. It’s a lasting gift that won’t impact your current cash flow and may even provide tax benefits. Reach out to your attorney to determine what gifts you would like to leave behind and if a simple bequest will cover your needs. You will find sample language at the bottom of this page to help you get started.
Download our brochure and learn more about leaving a legacy.
4200 Little Blue Parkway, Ste. 340 | Independence, MO 64057 (816) 836-8189 Email Us Enews Sign up Donor login