Learn About Wills and Bequests (Gifts From Your Estate)

How You Benefit

  1. You leave a lasting legacy to be remembered
  2. You may be able to make a much larger gift than you ever thought possible
  3. You retain control of your assets during your life
  4. You may receive estate tax savings

How can I learn more?

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 to family, friends or Claremont McKenna College or other charity as part of your estate plan.

What are my options?

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

How do I get started?

Discover the Power of an Income-Inheritance

The simple step of converting 10% to 25% of your children's inheritance from a lump sum into a stream of income opens the door to making a gift to charity that you may never have thought possible.