Gift Planning - A bequest in a will or trust

Do you want to make a gift, but can't afford to or prefer not to change your lifestyle? We would be honored for you to consider a bequest in your will or trust.

1. You include a bequest provision in your will or revocable trust.
2. Notify the Carolina Neurosurgery & Spine Education & Research Foundation so we can acknowledge your intent.
3. At your death, the Carolina Neurosurgery & Spine Education & Research Foundation receives the bequest you specified.

Benefits:

• You may change your bequest or trust designation at any time.
• You control the funding property during your lifetime.
• Your bequest or trust designation will not be subject to any potential federal estate tax.
• You provide future support for the Foundation.

Return to main Gift Planning page