Remember PWC in your Will

One important way for our supporters to help future generations is to leave a gift to PWC in their will. A “bequest” is simple and can be accomplished in as little as one or two sentences. These gifts provide a lasting legacy and often lessen the burden of taxes on your family.

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You can leave a specific dollar amount or asset, a percentage of your estate or the residue of your estate:

 

Examples of simple language to include in your will:

 

SPECIFIC BEQUEST
This type of bequest states a specific dollar amount or a percentage of your estate or could also specify a unique asset to go to PWC. This could include gifts of cash, securities, or personal property to be designated to PWC.

 

“I bequeath (the sum of $_______) or (______% of the net value of estate) or (describe the unique asset to be gifted) to People Working Cooperatively, Tax # 31-0859104, 4612 Paddock Road, Cincinnati, Ohio 45229.”

 

RESIDUAL BEQUEST
This gift ensures your loved ones and friends are provided for first and gives PWC whatever remains.

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“I devise the residual of my estate, after the satisfaction of all specific bequests and payment of all taxes and other costs attending my death, to People Working Cooperatively, Tax # 31-0859104, 4612 Paddock Road, Cincinnati, Ohio 45229.”

 

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We recommend you seek the advice of your attorney and/or financial planner to make certain your bequest is compatible with your personal legacy wishes and financial goals.

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