Learn About Wills and Bequests

What are the benefits of making a bequest?

  1. You leave a lasting legacy that supports our conservation mission
  2. You may lessen the tax burden on your family
  3. You may receive estate tax savings
  4. You will have the satisfaction of knowing you have made a sincere and lasting gift to support the fresh cold waters you love

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 Trout Unlimited as part of your estate plan.

What are my options?

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

How do I get started?