A Taxwise Giving Opportunity

Don't miss the chance to make a charitable IRA gift this year! If you are 70½ or older and own a traditional IRA, please consider making an IRA charitable rollover gift this year. A gift of up to $100,000 made from your IRA to us will:

not be included in your taxable income.
may satisfy your required minimum distribution (RMD) for the year.
may reduce your taxable income, even if you do not itemize deductions.
not be subject to the 50% limitation on charitable gifts.
help the work of our organization.

Learn More

Planned Giving

Learn About Wills and Bequests

What are the benefits of making a bequest?

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

How can I learn more?

Watch a Video

Download a Brochure

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.

View Bequest Language

What are my options?

A bequest can be made in several ways:

You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets

How do I get started?

Request an Estate Planning Guide

Society of 1836

Free Estate Planning Guide

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