gifts by will or trust

Bequests

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit AIER.

Bequest Language

Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust. This enables you to make generous gifts that may not be possible during your lifetime.

Beneficiary Designation

While most assets transferred through a will, retirement plans and life insurance policies are governed by a separate document, called a beneficiary designation.