A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Baylor Scott & White Irving Foundation in ways that may not be possible through lifetime gifts.

If your estate is subject to estate tax, giving through your estate plan generates a charitable estate tax deduction, which may result in substantial tax savings. You may direct all or a portion of your estate to our foundation. 

Bequest Language for Donors

Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.

Bequests

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Baylor Scott & White Irving Foundation.

Beneficiary Designation

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.