Your Legacy Matters...

Planned Giving

Many people think that because they don't own enough property, they don't need a will. But when you add up all of the assets that you own, your estate may be larger than you think.

HOW CAN A WILL HELP YOU?

• A will can help you decide who will receive your property.
• You can appoint a guardian for your minor children in your will.
• A will allows you to appoint an executor to administer your estate.
• A will can help reduce taxes for your heirs and your estate.

To learn more about creating a will, click here or contact me today! David Hayes, Vice President for Advancement & Pochabradsky Associate Professor of Business Administration, at 1-800-332-8404, ext. 8555 or 319-399-8555 or dhayes@coe.edu.

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Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?


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 Coe College as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


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