No one likes to broach the topic of wills or gifts of stocks, funds after one passes. But the reality is that if you’re not ready with a plan of action, not only do you lose out in your lifetime, but so do the beneficiaries of your legacy in years to come. Let’s talk about bequests, just one way YOU can make a difference in Family Programs Hawaii and the keiki whose lives you’ll touch going forward.
A bequest is a gift made through a will or a living trust. It’s the most popular planned gift; the easiest to make; and costs nothing during a donor’s lifetime. A bequest can be included in a new will, or added to an existing will or living trust through a simple amendment called a codicil — often without the expense of hiring a lawyer. A bequest to Family Programs Hawaii can be made for a specific amount, for a percentage of your estate, or for all or a portion of what is left after you have made bequests to your family. It’s planting a small seed that will yield fruit for years to come.
- The advantages of creating a bequest include:
- A bequest costs nothing now, yet gives you the satisfaction of knowing you have provided for our keiki in the future
- You retain control of and use of your assets during your lifetime
- You may modify your bequest if your circumstances change
- Gifts to Family Programs Hawaii from your estate are exempt from federal estate taxes
- If you let Family Programs Hawaii know of your plans, we will be able to thank you now and recognize you as a member of our Legacy Giving Circle
For more information about our Legacy Giving Program and other planned giving opportunities, please contact: