What are the benefits of making a bequest?
You leave a lasting legacy to be remembered. You lessen the burden of taxes on your family. 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 OhioHealth Foundation as part of your estate plan.
What are my options?
A bequest can be made in several ways:
You can gift a specific dollar amount or asset. You can gift a percentage of your estate. You can gift from the balance or residue of your estate. You can make a beneficiary designation of certain assets.
How do I get started?