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  • Plan Your Will

    The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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  • About Bequest

    You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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    A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.
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You are at: Planned Giving > Gift Options > Donor Stories

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Bequests

Bequests

Joe and Anna have been faithful supporters of our organization. They believe it is important to support and encourage our mission.

Joe: Several years ago, Anna and I decided to become part of the organization's mission. We believe that they are truly helping others. We think that it is important to partner with them to make a difference. For that reason, Anna and I have made gifts over the years to help others.

Anna: We wanted to do more than to just make gifts. Joe and I have been careful over the years and have accumulated some resources. We plan to be generous with family, but we also have the ability to be generous with charity.

After talking it over, we decided to leave a bequest in our will. Our attorney took the simple language available from the organization and included a nice bequest. We are delighted that we will be helping others through them.

You also may want to make it easy and convenient to have a bequest included in your will. The language below shows how a bequest can very easily be included in your will.

You might find it helpful to select the "print" button below and print this page. Please feel free to give this information to your attorney. If he or she has any questions, please have them contact Gift Planner at phone number 765-677-2466 or e-mail us at [email protected].

*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view a color example of your benefits.


Example bequest language - Please feel free to change the numbers or percentages as you desire.

1. Bequest of cash

"I bequeath the sum of $10,000 to Indiana Wesleyan University of Marion, IN."

2. Bequest of a percent of the estate

"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Indiana Wesleyan University, Marion, IN."

3. Contingent Bequest

"If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Indiana Wesleyan University, Marion, IN."


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© 2025 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.