Leaving a Legacy Through a Planned Gift
Planned Giving
Gifts enable you to make a meaningful impact today while leaving a lasting legacy for future generations. In addition, potential tax benefits to these gifts can help you achieve financial goals while also supporting Loyola Medicine. These valuable gifts allow us to invest in our future and plan for the healthcare of tomorrow.
Bequest
A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.
Bequest Information, Language and Confidential Intention Form
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