• Learn About Wills and Bequests


    What are the benefits of making a bequest?

    1. You leave a lasting legacy to be remembered
    2. You lessen the burden of taxes on your family
    3. 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 University of Charleston 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?


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