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Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy at the Institute
  2. You decrease the burden of taxes on your family
  3. You may receive estate tax savings

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made the Institute as part of your estate plan.

View Bequest Language

What are my options?

A bequest may be made in several ways:
  1. You may make a gift of a specific dollar amount or asset
  2. You may make a gift of a percentage of your estate
  3. You may make a gift from the balance or residue of your estate
  4. You may make a beneficiary designation of certain assets

How do I get started?

Contact Us
Request an Estate Planning Guide

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