A charitable bequest is one of the easiest ways you can leave a lasting impact on The Rocky Mountain Conference of Seventh-day Adventists.
A bequest may be made in your will or trust directing a gift to The Rocky Mountain Conference of Seventh-day Adventists.
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 to be made to family, friends or The Rocky Mountain Conference of Seventh-day Adventists as part of your estate plan.
The method used to make a bequest will depend on the kind of gift you choose to leave to The Rocky Mountain Conference of Seventh-day Adventists.
Bequests of real estate, personal property, business interests and cash are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan. Your estate-planning attorney can assist you in preparing the necessary papers for you to complete the bequest.
Other bequests, such as those involving retirement assets, insurance policies, bank accounts and stocks and bonds, are typically made by completing the appropriate beneficiary designation form. Simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate "beneficiary designation" or "payable on death" form. To complete your bequest, you will need to complete and sign the form and then send it back to the person who originally sent the form to you.
The last step in leaving any bequest involves the transfer to charity. When you pass away, the bequest property will be transferred to The Rocky Mountain Conference of Seventh-day Adventists. The full value of this gift will be transferred tax-free and your estate will receive an estate tax charitable deduction.
