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Maximize Your
Philanthropic Goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and your community with your planned gift
  • Help The Dallas Foundation meet our community's needs for many years and generations to come
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Bequest

Designate your fund as the beneficiary of your will, trust, or other instrument and leave a lasting impact on The Dallas Foundation or other organizations. We work with you and your legal and tax advisors to help fulfill your charitable goals while providing maximum tax benefits.

Charitable Bequest
Property
Donor's Family
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Benefits may include

  • Receiving an estate tax charitable deduction,
  • Lessening the burden of taxes on your family, and
  • Leaving a lasting legacy.

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to The Dallas Foundation as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to The Dallas Foundation

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to The Dallas Foundation as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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