Types of Bequests

 

There are a multitude of ways to include Shambhala in your planned giving. Below are some initial ideas. To determine what type of gift might work best for you check out this presentation.

 

An introduction to potential options that might suit your needs:

 

Cash Bequest
A Shambhala entity receives a specific dollar amount.

 

Bequest of Property
A Shambhala entity receives specific assets, such as securities, an interest in real estate (such as a residence), or tangible personal property (e.g., works of art, antiques).

 

Residuary Bequest
A Shambhala entity receives all or a percentage of the remainder of the estate after the payment of any specific bequests and all estate-related expenses.

 

Testamentary Trust
The trust provides one or more heirs with income for life, after which the assets pass to a Shambhala entity.

 

Retirement Plan
A Shambhala entity is designated as a beneficiary of the remainder or a percentage of the remainder of your IRA, Keogh, tax-sheltered annuity, qualified pension, or profit-sharing plan.

 

Testamentary QTIP Trust
The trust provides income, and principal if needed, to your spouse for life, after which the assets pass to your preferred Shambhala entity.

 

Contingent Bequest
A Shambhala entity is given a bequest only in the event of the death of other beneficiaries.

 

Still not sure which path is right for you? Take a look at this interactive legacy planner.

 

A planned gift can be made with almost anything: cash, stocks, bonds, mutual funds, real estate-even property such as artwork and royalties. Please contact us if you have questions about a possible donation.

 

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