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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Wake Forest University that will make a lasting impact.

Charitable Bequest
Property
Donor's Family
WFU
Charity image

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 or Wake Forest as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to Wake Forest University

A bequest may be made in several ways

  • 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
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We are happy to assist you. If you have been so generous as to include a bequest to Wake Forest University as part of your estate plan, please take the time to let us know. We would like to recognize you for your generosity and include you as a member of the Wake Forest Legacy Society. If you will be between the ages of 50 and 69 by June 30, 2024, you will receive gift credit for a portion of your bequest. If you will be 70 or older by June 30, 2024, you will receive gift credit for 100% of your bequest.

Please visit Benefits Of Letting Us Know About Your Commitment and Frequently Asked Questions to learn more or feel free to contact us.

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