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    Gift Planning

    • Giving Home
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    You are at: Planned Giving > Learn About Wills and Bequests

    Learn About Wills and Bequests


    What are the benefits of making a bequest?

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

    How can I learn more?

    Contact Us
    Watch a Video
    Download a Brochure

    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 Mount Mary University as part of your estate plan.

    View Bequest Language

    What are my options?

    A bequest can be made in several ways:
    1. You can gift a specific dollar amount or asset
    2. You can gift a percentage of your estate
    3. You can gift from the balance or residue of your estate
    4. You can make a beneficiary designation of certain assets

    How do I get started?

    Contact Us
    Request an Estate Planning Guide
    Create an Online Account

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    PRIVACY STATEMENT

    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.

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