Bequests Sustain Hospice Care
Making a gift to Four Seasons through your last will and testament is easy. Choose the way you wish your assets to be used to carry out your final wishes.
Why Bequests Matter
Bequests ensure the future of Four Seasons and allow you to distribute your assets in the manner that means the most to you. You can donate a portion of your estate by designating a specific dollar amount or a percentage for Four Seasons. Or, as some of our donors who have no heirs, you can donate all of your estate.
Bequests allow you to do more. Many of our friends want to give more, but are not in a position to do so right now. A gift by will or trust means that your assets remain available for any needs that might arise. A bequest means that you make the gift when you no longer need the funds.
Family comes first. You can give a percentage of your estate or trust after providing for your family.
Including Four Seasons may reduce estate taxes for your heirs. Certain kinds of gifts, such as retirement funds, savings bonds, annuities, etc. can generate significant taxes for your family but will be fully tax free if given to Four Seasons. (Please consult your tax professional or estate planner for details.)
If your circumstances change, you can easily modify your will at any time. Changes can be made inexpensively by drafting a new will or living trust or by amending your existing document.
TYPES OF BEQUESTS
There are a number of options to choose from that make it easy to include Four Seasons in your will or trust.
Below are a few examples:
Give Four Seasons $_________ (a specific amount), a specific asset (IRA), or ________% of your entire estate.
Give Four Seasons the “rest, residuary and remainder” of your estate after taking care of other gifts, taxes and other.
Plan just in case. For example: “Should I outlive my spouse or partner, $________ or _______% of my estate goes to Four Seasons.”
Include a gift to Four Seasons in your living trust.
Retirement Fund Gift:
Name Four Seasons as the beneficiary of your IRA, 401k, 403b, company retirement or profit sharing plan. For tax reasons, it is better to donate gifts from retirement plans to the extent practical.
Consider naming Four Seasons as a beneficiary of your life insurance policy.
If you have any questions or would like to discuss bequests further, please call 828-513-2440 or email Development@FourSeasonsCFL.org.