Planned Giving

Create a Lasting Legacy With Your Gift

Let us help you tailor your charitable gift to your financial, tax
or estate planning objectives.

Learn About Wills and Bequests

What are the benefits of making a bequest?

You leave a lasting legacy to be remembered
You lessen the burden of taxes on your family
You may receive estate tax savings

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 Union Adventist University as part of your estate plan.

View Bequest Language

What are my options?

A bequest can be made in several ways:

You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets

How do I get started?

Request an Estate Planning Guide

Create an Online Account

ForeSight Member Brochure

How can I learn more?

Watch a Video

Download a Bequest Brochure

Let us help you with your gift plans

Tax ID: #47-0405319

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.

For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.