Charitable Bequests

Your Planning Need

You want to make a significant gift to the Friends of the Parks but do not feel comfortable giving a large amount during your lifetime and the income tax benefits of lifetime giving are not particularly important.

Our Gift Solution

A Charitable Bequest, a simple provision in your will or living trust, would enable you to assist the Monmouth County Park System as part of your legacy. Bequests may be general or restricted for a specific purpose.

Benefits:

• Defer payment of gift.
• Receive estate tax charitable deduction.
• You will leave a permanent legacy to the parks.

Bequest Features

• Estate tax charitable deduction.
• No minimum amount
• Restricted, unrestricted, or endowment-creating bequests can be created.
• It is easy to alter an existing will or living trust.
• Sample Testamentary Language for use by you and your attorney.

For more information, please contact: