Plan before you start
See how charitable gifts in Wills change lives and calculate your potential impact.
How to leave a charitable gift in your Will
You have more power to make a difference than you realize. By giving even a small portion of your estate to charity, you can make a significant impact on the causes you care about, and still support those you love. In short, you can do both. And we can show you how. Still need convincing? Here’s why you should leave a charitable gift to your Will.
Step 2
Find a charity and get the details
Find charities you would like to support. You can use this site to keep them in a list and grab all the details you need from their profile.
Step 3
Speak with a financial advisor
A financial advisor can design a plan to maximize what you leave for charity and loved ones. If you need to find the right advisor for you, we can help.
Step 4
Work with a lawyer or notary
Leaving a charitable gift in a Will can be as simple as adding a clause to your Will. We can connect you with professionals who can help you do just that.
Still thinking about it?
Set a calendar reminder to include a charitable gift in your Will later