A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to United Way Monterey County that will make a lasting impact.
Benefits of a bequest
- Receive an estate tax charitable deduction
- Reduce the burden of taxes on your family
- Leave a lasting legacy to charity
How a bequest works
A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or United Way Monterey County as part of your estate plan, or you can make a bequest using a beneficiary designation form.
How do I make a bequest?
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 be made to family, friends or United Way Monterey County as part of your estate plan.
What are my options?
A bequest can be made in several ways:
- You can gift a specific dollar amount or asset
- You can gift a percentage of your estate
- You can gift from the balance or residue of your estate
- You can make a beneficiary designation of certain assets
Contact us
If you have any questions, please contact Lynda Patrick, VP Resource Development; Lynda.Patrick@UnitedWayMCCA.org or (831) 318-1973. We would be happy to assist you and answer any questions you might have.