Bequests are named donations from your estate made possible through your estate planning. You can make a bequest to the Foundation by including language in your will or living trust which indicates that a particular part of your estate be gifted to the Foundation. Some of the advantages of creating a bequest include:
- A bequest does not incur a cost now yet gives you the satisfaction of knowing you have provided for Jungian work in the future
- During your lifetime, you maintain control over and use of your assets
- Your bequest may be modified if your circumstances change
- Gifts to the Foundation from your estate are exempt from federal estate taxes
Concepts to Consider in Making a Bequest
As you may know, the financial nature of a person’s bequests can vary. Possibilities can include specific amounts; a percentage of an estate; all or a portion of what is left after bequests have been made to the family. We would be happy to answer questions that you have but always advise you to contact your attorney or financial or tax advisor for specific questions.