Trusts & Wills
Gifts from Your Trust or Will
Need to preserve assets? You can plan a gift to us that will take effect only after your other obligations are fulfilled.
How It Works
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Include a gift to the Cave Creek Museum in your will or trust. (Here is sample bequest language for your will.)
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Make your bequest unrestricted or direct it to a specific purpose.
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Indicate that you would like a percentage of the balance remaining in your estate or your trust or indicate a specific amount.
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Tell us about your gift so we may celebrate your generosity now.
Benefits
- Your assets remain in your control during your lifetime.
- You can modify your gift to address changing circumstances.
- You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
- Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.
The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision. Read full disclaimer.
