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Learn About Wills and Bequests


What is a bequest?

You designate our organization as the beneficiary of your asset by will, trust, or beneficiary designation form.

What are the benefits of making a bequest?

  1. You can ensure your charitable legacy continues far beyond your lifetime
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?

Contact Us
Watch a Video
Download a Brochure

How do I make a bequest?

A charitable bequest is a flexible way for you to support your favorite causes through the Community Foundation of Louisville. Work with our experienced team at the Community Foundation of Louisville to plan the type of charitable fund(s) you want to contribute to with your bequest gift. Then, with the help of your attorney, you can include language in your will or trust specifying a gift to be made to the Community Foundation of Louisville as part of your estate plan.

View Bequest Language

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?

Contact Us
Request an Estate Planning Guide

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