Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of Senior Concerns. They wanted to create a legacy to provide future resources to continue its mission.
David: The work of Senior Concerns was important to us. We regularly made cash gifts but wanted to do more. We received a newsletter from Senior Concerns and noted that we could make a gift from our estate.
Nancy: We met with our lawyer to revise our wills, and we each included a provision for a bequest to Senior Concerns. Our lawyer put language in the will that allows a percentage of our estate to go to Senior Concerns. This was easy to arrange and permits us to still use our assets during our lives if we need them.
David: We told Senior Concerns about our decision and the staff was very moved to learn of our plans. We will continue to make gifts during our lives, but it feels good to know that our support will help in the future.
Is a bequest right for you?
We have resources that will help you learn more about bequests.
Click here to review sample bequest language. You will see how easy it is to include a bequest in your will or trust.
You might find it helpful to print this page and the bequest language. Please feel free to give this information to your attorney. If he or she has any questions, please
contact us.
*Please note: The names and image above are 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 an example of your benefits.
