Planned Giving

Give a Gift Through Your Will or Estate Plan

What is a bequest?

A bequest is a gift given through a will or an estate plan, such as a trust.

Why give through your will and/or estate plan?

Clarity about where you want to give your money and assets to at the end of your life loves your family by lowering the pressure they feel to make decisions in your place. Good planning can lower your taxes and bless your loved ones, your church, and organizations like Southeastern.

How can I give through my will and/or estate plan?

You can give cash, appreciated securities (like stocks and bonds), real estate, or property through your will or estate plan. Additionally, you can choose to give a specific dollar amount from your estate OR you can give a percentage of your estate after all other financial commitments have been taken care of.

A Last Will and Testament goes into effect after you have passed and must be probated before your money and assets are given away. This is a great and necessary tool for most people. However, the probate process can take up to a year, which is where a trust might be helpful.

A Revocable Living Trust can be set up to go into effect when you are no longer able to make decisions for yourself. Money and assets from a trust like this are given at your passing compared to a will. Check out our Charitable Trusts page to see how you can set up a trust with Southeastern!

Schedule a Meeting With Us

We’d love to partner with you to craft the right plan for you and your family. Filling out the form below will get you in touch with a member of our team.