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Ways to Leave a Legacy Gift to Charity With B’ezri

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  Gift in Your Will

  Include a charity in your will by leaving B’ezri a specific amount, a percentage after other bequests and expenses have been paid, or a valuable asset such as property, stocks, or personal items.
  
  Don't have a will or trust? We’ve partnered with FreeWill to make it easy for you to make one at no cost.

  Start My Will
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  Retirement Accounts

  Name B’ezri as a beneficiary of your IRA, 401(k), 403(b), or other retirement account.
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  Appreciated Stock

  Donate stocks, bonds, or mutual funds that have increased in value.
  
  When contributing appreciated securities held for more than one year:

  • B’ezri receives a gift equal to the market value of securities
  • You can take a charitable tax deduction equal to the market value of the securities
  • You avoid paying any capital gains tax;
  • You remove the value of the securities from your taxable estate.
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  IRA Charitable Rollover

  If you’re 70½ or older, donate directly from your IRA to B’ezri — it counts toward your required minimum distribution and avoids income tax.
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  Donor-Advised Funds

  Recommend a grant to B’ezri from your donor-advised fund, or name us as a beneficiary of any remaining balance.