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When determining the right gift option, it’s vital to first decide your most important personal and family goal. This could range from maximizing tax benefits to preserving assets for your heirs.
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A bequest is a gift provision in your will or revocable living trust. All assets including cash, securities, real estate, and tangible personal property, may be transferred to Atterdag Village Endowment Fund at the end of your life.
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Learn about planned gifts that won’t affect your financial resources but will significantly impact Atterdag Village Endowment Fund. Give to a cause you care so much about, while maintaining control and flexibility.