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 to be made to family, friends or charity as part of your estate plan.
A Bequest may be made in several ways:
• Gift of a percentage of your estate
• Gift of a specific asset
• Gift of the residue of your estate
To learn more about including us in your will please feel free to call or
email us.
If you are looking for a better way to plan for retirement than the fluctuating markets, consider a charitable gift annuity. When you make a gift to us,
we will pay you fixed income for life at a rate based on your age.
Gift annuity benefits include:
• Secure fixed income
• Potential tax-free payout
• Potential tax-free payout
To learn more about the security of a charitable gift annuity, please feel free to call or
email us.
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Thank you for taking time to explore planned giving options for Juniata College. Our hope is to serve you and your family with helpful information. Please let us know if we can be helpful in any way!
Wendy Garlock
Asst. Director of Planned Giving |
