A Gift in Your Will: Getting Started

We hope you’ll consider including a gift to Branches, Inc. in your will or living trust. Called a charitable bequest, this type of gift offers these main benefits:

  • Simplicity. Just a few sentences in your will or trust are all that is needed. The official legal bequest language for Branches, Inc. is: “I, [name], of [city, state, ZIP], give, devise and bequeath to Branches, Inc. [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”
  • Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.
  • Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.
  • Tax Relief. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift’s full value.

How It Works
To make a charitable bequest, you need a current will or revocable living trust.

Your gift can be made as a percentage of your estate. Or you can make a specific bequest by giving a certain amount of cash, securities or property. After your lifetime, Branches, Inc. receives your gift.

Putting Your Family First
When planning a future gift, it’s sometimes difficult to determine what size donation will make sense. Emergencies happen, and you need to make sure your family is financially taken care of first. Including a bequest of a percentage of your estate ensures that your gift will remain proportionate no matter how your estate’s value fluctuates over the years.

We Can Help
Contact our Development Department at 305-442-8306 x1002 or ipike@branchesfl.org with any questions about naming Branches, Inc. in your will or living trust. We’re happy to help, without obligation.