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 can I learn more?

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 Bishop Museum as part of your estate plan.

View Bequest Language

What are my options?

A bequest can be made in several ways:

Gifting a specific dollar amount or asset
Gifting a percentage of your estate
Gifting from the balance or residue of your estate
Making a beneficiary designation of certain assets

How do I get started?

Request an Estate Planning Guide

Create an Online Account

Let us help you with your gift plans

Learn more ways you can support our organization, or if you've included a gift to us in your estate plan or in the form of another gift, please let us know.

Resources for Professional Advisors