Leave a lasting legacy by including a charitable gift in your estate plans. Did you know that you can name Brookwood the beneficiary of your Will, Trust, or other assets?
Learn more about your planned giving options by reviewing our brochure! Contact your Attorney to incorporate charitable giving into your estate plans.
Click Here to Download the Planned Giving Brochure
Ways to include Brookwood Florida in your estate plans and your legacy:
- Make a bequest in your Will or Trust. A specific bequest is one of the easiest ways to make a gift through your estate plans. Preferred Language – “I give, devise, and bequeth Five Thousand Dollars ($5,000) to Brookwood Florida, Inc., a Florida not for profit corporation, Tax ID #59-0624387, to be used for its general purposes.”
- Name Brookwood Florida a full or partial beneficiary of your life insurance policy.
- Name Brookwood Florida a full or partial beneficiary of your IRA, 401(k), 403(b) or other retirement plans.
- Name Brookwood Florida a full or partial “pay on death” (POD) beneficiary on your checking, savings, or CDs.
- Name Brookwood Florida a beneficiary of your Charitable Lead Trust or Charitable Annuity Trust to reduce estate taxes.
