Wills, Probate

Trusts, Estate Planning

210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

Heidi was highly recommended to us as an estate lawyer, and we couldn't be happier in choosing Heidi to set up a trust plan for us. Though professional, she's warm and friendly, making the entire process stress free, explaining everything in terms that were easy for us to understand. She was very thorough and addressed and answered all our concerns.

~ Pat W

Heidi has helped us with business and estate planning, and she is wonderful to work with--she's smart, funny, and she knows her stuff.  My wife and I say that finding Heidi has been the best part of relocating to Florida.

~ Jonathan F

leave money to a charity

How Do I Leave Money to a Charity?

There are several ways to leave money to a charity, some less complex than others. 

To keep it simple you can simply name charities in your Will or Trust —with either specific amounts or percentages.  If you choose specific charities, it is best to include their EINS to avoid confusion because their names often change. 

If your goal is broader —local causes or the resulting ‘greater good’ more important than the actual entity —then set up your Trust allowing your trustee(s) the discretion to choose the charity(ies).  If you decide to let the trustees choose the charities, leaving a clear record of your wishes is essential to help them decide.

Your gift can be cash, a specific property or asset or a share of your residuary estate.

There are more complex ways to accomplish charitable gifts including Foundations and Charitable Trusts but that’s for another post 🙂 

As always, I recommend hiring an experienced estate planning attorney to review how to incorporate charitable contributions into your plan. An attorney will know the laws in your state and suggest how to do this based on your unique needs. Charitable donations need to be clear in your estate plan to avoid confusion and possibly have the names charity refuse the bequest. 

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