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 The Foundation for Andover Schools 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 do I get started? 

Contact Alissa Thurman with The Foundation for Andover Schools

Email: thurmana@usd385.org