Gifts From Your Will or Trust

Gifts From Your Will or Trust

How it works

  • Include a bequest to UMBF in your will or trust. (Here's sample bequest language.)
  • Make your bequest unrestricted or direct it to a specific purpose here.
  • Indicate a specific amount, or a percentage of the balance remaining in your estate or trust.

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your bequest to address changing circumstances.
  • You can direct your bequest to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law there is no upper limit on the estate tax deduction for your charitable bequests.

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