A Guide to Planning Your Legacy
CHOOSE YOUR LEGACY
Will power! This is the power to use the assets accumulated over a lifetime to provide for your loved ones and organizations—such as Havergal College—that have left an impact on your life. Leaving a gift in your will is called a bequest and is directed as you determine prior to your journey’s end.
You can leave a bequest in your estate plans by including: • a specific dollar amount or a percentage of your estate; or • an asset such as your house, cottage or other asset.
Benefits of a Bequeathed Gift • You have the power to access your assets in your lifetime. • Your estate will realize tax-savings while, at the same time, supporting Havergal College students. • You can change your mind. A bequest can be revoked or modified if your circumstances change. Bequest Wording We encourage you to consult and review the suggested wording on the next page with an advisor or attorney.
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