Gifts from Your Will or Trust

This diagram represents how to leave a gift through your will or trust – a gift that costs nothing during lifetime.

How It Works

  • Include a gift to Diocese of Worcester in your will or trust. (Here is sample bequest language for your will.)
  • Make your bequest unrestricted or direct it to a specific ministry.
  • Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
  • Tell us about your gift so we may celebrate your generosity now.

Important Related Topics

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.