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Gifts from Your Will or Trust

Need to preserve assets? You can plan a gift to us that will take effect only after your other obligations are fulfilled.

This diagram represents how to leave a gift through your will or trust – a gift that costs nothing during lifetime.
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How It Works

  • Include a gift to Project On Government Oversight in your will or trust. (Here is sample language for your will.)
  • Make your bequest unrestricted or direct it to a specific purpose.
  • Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
  • Tell us about your gift so we may celebrate your generosity now.

Important Related Topics

  • Sample Gift Language for your Will or Trust
  • Download a Sample Codicil FormOpens new window
  • Complete Our Will Planning Wizard
  • Our Endowment is Our Future
  • You Need a Good Estate Plan: Learn Why

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.

Bequest Intention Please click here to let us know if you have already included Project On Government Oversight in your estate plan or if you are considering doing so. Thank you.


Download a brochure on this topic:
  • You've Heard You Need a Will — Here's WhyOpens new window
  • Will You Leave a Legacy?Opens new window
  • Too Late, I Already Have a WillOpens new window
  • Essential Questions About Your WillOpens new window
  • Want to Pay Even More Taxes? Don't Write a WillOpens new window
  • The Top Ten Reasons Why You Should Not Have a WillOpens new window

Next

  • More detail about gifts from your will or trust.
  • Frequently asked questions.
  • Contact us so we can assist you through every step.

Explore More Gift Options

Will or Trust →

You can plan a gift that will not affect your cash flow.

Appreciated Securities →

Take advantage of appreciated securities, avoid tax.

Life Insurance →

Make a significant gift, no matter the size of your estate.

Retirement Plan →

Donate double-taxed assets and leave more to family.

Personal Property →

Donate personal property, receive signifcant tax benefits.

Donor-Advised Fund →

Make a gift from your DAF, or name us a beneficiary.

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Pam Rutter, Director of Individual Giving
Pam.Rutter@pogo.org
202-347-1122

The material presented on this Planned Giving website is not offered as legal or tax advice.
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