Wills & Bequest Guide
Whether you are creating your first will or updating your current plans, this guide will help navigate the oftentimes challenging elements of estate planning.
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 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 Arthritis Foundation as part of your estate plan.
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 to include the Arthritis Foundation in your will or trust
1. Bequest of cash
"I give and bequeath to the Arthritis Foundation, Inc., A Georgia Corporation, the sum of $10,000 to be used for the general purposes of the Foundation."
2. Bequest of a percent of the estate
"I give and bequeath to the Arthritis Foundation, Inc., a Georgia Corporation, 20% of my estate to be used for the general purposes of the Foundation."
3. Contingent Bequest
"In the event that any of the above named beneficiaries shall not survive me, or shall die during the administration of my estate, within ninety (90) days from the date of my death, or as a result of a common disaster, then I give and bequeath that beneficiary’s share of my estate to the Arthritis Foundation, Inc., a Georgia Corporation, to be used for the general purposes of the Foundation."
4. Residuary Bequest
"I give and bequeath to the Arthritis Foundation, Inc. a Georgia Corporation, the rest, residue and remainder of my estate to be used for the general purposes of the Foundation."
5. Restricted Bequest
Bequests may be restricted for specific areas of our work such as research and programs.
For general purposes, planned gifts should be directed to:
The Arthritis Foundation
A Georgia Corporation
1355 Peachtree ST, NE, Suite 600
Atlanta, Ga, 30309
Tax ID: 58-1341679
Aric Grooms, Senior Director of Planned Giving
Tim Fisher, Director of Planned Giving
Ron Tollerud, Director of Planned Giving
Ed Edwin, Director of Planned Giving
Jennifer McGregor, Program Manager, Revenue Strategy and Individual Giving
If you feel we can be of assistance in your planning, please contact us by any of the following methods. If you are considering the Arthritis Foundation in your estate plans, please contact us so that your gift can be put to the most effective use. We want to make sure your gift is best used according to your wishes. We’re happy to provide you with a print or digital copy.
Toll Free: 1-866-528-8687
Connect with us.
We are here to help in your planning and will make every effort to respond to you within 48 hours.