Guide to contingent bequests

Everything you need to know about these gifts and their impact for your organization

A contingent bequest is a gift that takes effect only if the primary beneficiary (often a spouse/partner, family member, or close friend) passes away before the will-maker or cannot/will not accept the gift for any reason.

 

Wondering what the different types of contingent gifts are, how to plan for the value of these gifts, and what your next steps should be when you receive one?

 

Download the PDF via the form for a comprehensive overview of contingent gifts and how they impact your nonprofit!