Bequests

Bequests

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit AFP.

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Bequest Language for Donors

Bequest Language for Donors

Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.

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Beneficiary Designation

Beneficary Designation

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

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