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
If you have any questions about Wills and Bequests, please contact Lynda Patrick, VP Resource Development; 831-372-8026 x112. We would be happy to assist you and answer any questions you might have.