Leave a Charitable Gift through Trust & Will

Incorporating charitable giving in your Estate Plan is one of the best ways to give back to the nonprofit organizations you care about most. Donate to any charity of your choice or choose from the most popular, below.

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Are you a nonprofit interested in partnering with Trust & Will?

Make it a no-brainer for donors to leave a gift to your nonprofit when they set up an estate plan. Click the link below to find out why Trust & Will is the go-to planned giving solution for nonprofits.

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It’s the smart, modern way to donate to the charitable organizations you care about most.

Determine your strategy.

Decide how you want to utilize your Estate Plan to donate to a nonprofit. This can offer many benefits to you, your estate, the organizations you want to donate to and to the legacy you hope to leave behind.

Create your Will or Trust-Based Estate Plan.

Choose the nonprofit to whom you want to donate then create your Will or Trust-Based Estate Plan using our easy-to-use online platform.

Donate to your preferred charity.

Leave either a portion of your estate or a specific dollar amount to the charity of your choice. Whether you write them into your Will, designate them as beneficiary of your retirement account or create a Charitable Trust...we make Planned Giving easy.

Gain peace of mind.

Feel good knowing you’re leaving behind a lasting legacy that will help others in the future, even when you’re no longer here to help them yourself.

Leaving a Charitable Bequest: Commonly Asked Questions

While leaving any amount as a Charitable Legacy is honorable, if you’re coupling your gift with an effort to reduce estate taxes, your generosity will be most beneficial if you leave at least 10% or more of your Net Estate to a charity. (Net Estate is the value of your estate after all debts are paid).

Yes, you can leave a house to nonprofit organizations. If the mortgage is paid off, you can leave the property title to the nonprofit of your choice.

In addition to naming a charity in your Will, donating your retirement accounts or creating a Charitable Trust, you can also name a nonprofit as the beneficiary of your life insurance policy proceeds.

Yes, giving back to charity can significantly reduce federal estate and gift tax liabilities.