Wills and Bequest

  • Gifts made through your will are a great way to benefit the chapter upon your death.
  • Benefits – remove assets from taxable estate, possible income tax deduction, avoid capital gain tax on transfer, recognition at the chapter house in the Heritage Society, and knowing that your assets are making a difference for the chapter.
  • Gifts of appreciated stock or by using your retirement funds are probably the best way to leave a bequest.