CHARITABLE BEquESTS

How a Bequest Works

With the help of an attorney, you can include language in your will or trust specifying how and to whom your estate will be distributed upon your passing. Common beneficiaries include your family, friends, and charitable organizations, such as Frankie’s Friends.

Additionally, you may choose to name Frankie’s Friends as a death beneficiary of your bank accounts, retirement plan, insurance policy, or stock brokerage account. Given the unfavorable tax consequences of leaving retirement assets to family members, these plans make particularly good charitable gifts at death.

 

Benefits of a Bequest

  • No current commitment of assets

  • Completely revocable during your lifetime

  • Estate tax savings if your gift is not revoked

  • Ability to establish a lasting legacy to Frankie’s Friends

Ways to Leave a Bequest

  • Include a bequest to Frankie’s Friends in your will or revocable trust

  • Designate Frankie’s Friends as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)

  • Name Frankie’s Friends as a beneficiary of your life insurance policy

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Your donations helped helped Swisher receive the emergency care she needed for pyrethrin toxicity.

“I just wanted to thank you and say how much it means to me to have Frankie’s Friends. If it wasn’t for y’all I’m not sure if I would’ve been able to save my sweet baby’s life. Thank you, from my family to yours!” – Swisher’s Family

Thank you for considering becoming a donor supporting Frankie’s Friends Planned Giving Program. Should you have any questions please contact Lisa Bricker, National Development Director, at:

lisa.bricker@frankiesfriends.com or by calling 888.465.PETS | 813.682.1346

or you can contact us using the form below.