A Gift in Will

A Will Bequest is the most basic and essential beginning to estate planning. A well prepared and regularly updated Will can help make sure all reasonable provisions have been looked after so your loved ones are provided for.  Your Will is also a convenient way to make a charitable gift to the STEGH Foundation.

Your Bequest to the STEGH Foundation helps fund health care needs for the future.  In addition, it is a great way to reduce taxes and, at the same time, leave an enduring legacy.

Ways to arrange a Bequest:

  • A specific dollar amount
  • A specific percentage (or share) of your estate or residual amount
  • A specific asset such as land, investments or personal property
  • A trust which provides a gift arrangement

Benefits of a Will:

  • Designates who will be your executor
  • Allows you to make predetermined and responsible decisions about distributing your estate
  • Provides for the well-being of your loved ones
  • Appoints guardians for minor children
  • Makes provision for special remembrances
  • Gives a gift to a charity that is important to you
  • Minimizes final taxes

Tax Advantages: 

  • Donation limit – 100% of net income 

Donor Profile:

  • everyone, regardless of age or financial status
  • need to reduce estate taxes

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