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Bequests

SUMMARY
A bequest is a gift through your will or trust, and a wonderful way to make a big impact, no matter the size of your assets. It takes only a few minutes through a simple designation and it will not affect your cash flow during your lifetime. It’s easy to revise as your life journey changes.

Bequest Video

How It Works​

  • Include a gift to Orchard Foundation in your will or trust (sample bequest language).
  • Make your bequest unrestricted or direct it to a specific purpose.
  • Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
  • Tell us about your gift so we may celebrate your generosity now.

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to ensure that it can be used as intended).
  • There is no upper limit on the estate tax deduction for your charitable bequests.
  • Your bequest may alleviate the income tax burden for your heirs.

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