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Learn About Wills and Bequests

What are the benefits of making a bequest?

  1. A bequest costs nothing now but helps to secure the future of Sansum Diabetes Research Institute.
  2. A bequest is free from federal estate and income taxes.
  3. A bequest allows you to retain control of your assets during your lifetime and modify your charitable designations should you so choose.
  4. If you notify Sansum Diabetes Research Institute of your bequest, you will be included as a member in the Sansum Diabetes Research Institute Quest Society. It would be our privilege to be able to thank and recognize you now.

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 Sansum Diabetes Research Institute 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?