You can make a lasting gift to your community by including a charitable bequest to the Saginaw Community Foundation in your will.

You can decide to make a bequest by will at any age by adding it to an existing will or drafting a new one. Additionally, your charitable gift is excluded from your assets for estate tax purposes.

Some of the most tax-efficient asset types to give through your estate plan come from retirement plan accounts, since heirs would be taxed on the income in respect of the decedent (IRD).

You can give cash, appreciated stocks or other assets. Through your will, you can choose to give a stated dollar amount, a specific property, a percentage of your estate, the remainder after distributions to other beneficiaries, or you can make your gift contingent on certain events.

Saginaw Community Foundation creates your personal legacy of giving by establishing a special fund. The fund can be set up in your name, in the name of your family, or in honor of any person or organization you choose. You also may choose to give to an existing fund.

For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact Saginaw Community Foundation at (989) 755-0545 or via email.

Sample Legal Language

View suggested legal language that can be used when preparing your will. Before using, you should check with your lawyer or other will/trust professionals.