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Bequests

Bequest
Property
Donor's Family
HEARTLAND INSTITUTE
Bequests
A charitable bequest is one of the easiest ways you can support the important work of The Heartland Institute.

A bequest may be made in your will or trust directing a gift to The Heartland Institute.

Benefits of Your Bequest

  • Receive estate tax charitable deduction.
  • Lessen the burden of taxes on your family.
  • Leave a lasting legacy.

How Do You 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 to be made to family, friends or The Heartland Institute as part of your estate plan.

Click here to review sample bequest language.

Your Bequest Options

A bequest may be made in several ways:

  • Gift of a percentage of your estate
  • Gift of a specific dollar amount or asset
  • Gift from the balance or residue of your estate

Making a Bequest of Your Retirement Assets

A retirement asset, such as an IRA account, would be an excellent bequest to The Heartland Institute. If the IRA were given to your family, much of the value may be lost through estate and income taxes. By designating The Heartland Institute as the beneficiary of all or part of your IRA (using a beneficiary designation form provided by your retirement plan custodian), the full value of the gift is transferred tax-free at your death and your estate receives an estate tax charitable deduction.

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