Wills and Bequests

What are the benefits of making a bequest?

1. You leave a lasting legacy to be remembered
2. You lessen the burden of taxes on your family
3. You may receive estate tax savings

What are my options?

A bequest can be made in several ways:

1. You can gift a specific dollar amount or asset
2. You can gift a percentage of your estate
3. You can gift from the balance or residue of your estate
4. You can make a beneficiary designation of certain assets
5. If you are considering making an outright bequest to JewishColumbus, we recommend the following language:

Language for Your Bequest:
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) or _______% of my estate to JewishColumbus/Columbus Jewish Foundation a nonprofit organization located at 1175 College Ave, Columbus, OH 43209, Federal Tax ID #xx-xxxx, for the JewishColumbus general use and purpose.

Questions? Let’s connect.