Gifts From Your Trust or Will:

Gifts from your will or trust should be facilitated by your financial advisor and/or your legal advisor. You may name UWLES as a beneficiary through your estate plan. The simplest of these gifts are the following:

Tangible Gift. A gift of a specific asset such as real estate, a car, stock, or other tangible property.

Percentage Gift. Leaving a specific percentage of your overall estate to your designated charity.

Residual Gift. A gift is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the remainder of the estate to charity.

If you have any questions about gifts from a will or trust, please contact us. We would be happy to assist you and answer any questions that you have.

If you have already included UWLES in your estate plan, please let us know. We would like to thank you and recognize you for your gift.