Planned Giving
Charitable Bequest
A charitable bequest is one of the easiest and most flexible ways you can leave a gift to the Foundation for Appalachian Ohio that will make a lasting impact.
Benefits of a Bequest
- Receive an estate tax charitable deduction
- Reduce the burden of taxes on your family
- Leave a lasting legacy to charity
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 family, friends and/or the Foundation for Appalachian Ohio as part of your estate plan, or you can make a bequest using a beneficiary designation form.
Some Ways to Leave a Bequest to FAO
- Include a bequest to the Foundation for Appalachian Ohio in your will or revocable trust
- Designate the Foundation for Appalachian Ohio as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
- Name the Foundation for Appalachian Ohio as a beneficiary of your life insurance policy
Bequest Options
- 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
Contact Us
If you have any questions about leaving a bequest to FAO, please contact us. If you have been so generous as to include a bequest to the Foundation for Appalachian Ohio as part of your estate plan, please let us know we would like to recognize you and your family for your generosity and learn how you want the funds used so we can best honor your intentions.
