Recently passed legislation allows donors, who do not itemize on their annual taxes but make a cash gift to charity, to now take a special tax deduction, up to $300 (per taxpayer unit), to reduce one's tax liability. The CARES ACT also increases the deduction limit up to 100% of a donor's annual income for cash gifts (previously the deduction was capped at 60% of annual income). So, if you make a charitable gift, you will be able to deduct more this year!

For additional information, please consult your tax advisor or financial planner.

Planned Giving

Planned Giving

Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?


How do I make a bequest?

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 be made to family, friends or Emory & Henry College as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


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