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You leave a legacy when you or your loved one make a bequest through a will or trust, gifts of life insurance, charitable gift annuities, charitable trusts, life estate gifts, and deferred gifts of retirement plan assets.
You want to notify us of your bequest or estate intentions.-
By notifying us, you can be sure that your gift will be used precisely in the manner you have designated.
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Your estate representatives will have a partner in making it easier to complete their duties.
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Your example will generate additional gifts from others, multiplying the value of your gift (although you always can choose to be anonymous).
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The designated endowment recipient (the parish, school, church, or ministry) will be able to conduct planning more effectively;
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A charitable bequest is an intention; you will need to make sure your will states your intention also and that your executor is aware of your wishes.
Contact us anytime at (207) 321-7820. We always strive to answer the phone personally, and to return voicemail messages as soon as possible (at least within 24 hours).
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