Estate and Gift Planning

Charitable Bequests—A Gift in Your Will

A popular and enduring planned gift is a simple charitable bequest, which is a gift made through your will. Bequests are popular because they give you the opportunity to leave a lasting legacy. When you make a charitable bequest, you retain full use of your property during life, so there is no disruption of your lifestyle and no immediate out-of-pocket cost.

To make a bequest, simply direct that part of your estate passes directly to us. Since a charitable bequest can take many forms, you have remarkable flexibility in how you make this designation. For example, you can leave…

  • a specific asset
  • a specific sum of money
  • a percentage of your estate
  • what remains of your estate after you have provided for all of your other beneficiaries.

You can also designate exactly how you want your bequest to be put to use. Or, you can provide an unrestricted bequest that can be used whenever and wherever it’s needed most. Most importantly, you can change your bequest whenever you choose—you remain in complete control of the planning process.

Contact us for more information about making a bequest.

CHM ESTATE AND GIFT PLANNING OPTIONS

Making a planned gift—whether by including a bequest to the Museum in your will or by naming CHM as the beneficiary of a charitable remainder trust, life insurance policy, or retirement fund—provides essential support for the Museum’s future. Planned gifts can offer significant tax advantages and in some cases generate lifetime income for you or your chosen beneficiary.

Learn more about Estate and Gift Planning at CHM.

Planned Giving Resources Library

For a deeper look into various estate gift topics, explore our Planned Giving Resources Library.

For More Information

For more information on how these gifts might work for you, contact us to learn more about Estate and Gift Planning. 

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