Gift in Will or Trust
A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to La Jolla Institute for Immunology that will make a lasting impact.
Benefits of a bequest
- Receive an estate tax charitable deduction
- Reduce the burden of taxes on your family
- Leave a lasting legacy to charity
How a bequest works
A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or La Jolla Institute for Immunology as part of your estate plan, or you can make a bequest using a beneficiary designation form.
Here are some of the ways to leave a bequest to La Jolla Institute for Immunology
- Include a bequest to La Jolla Institute for Immunology in your will or revocable trust
- Designate La Jolla Institute for Immunology as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
- Name La Jolla Institute for Immunology as a beneficiary of your life insurance policy
A bequest may be made in several ways
- Percentage bequest - make a gift of a percentage of your estate
- Specific bequest - make a gift of a specific dollar amount or a specific asset
- Residual bequest - make a gift from the balance or residue of your estate
Click here to download our free Estate Planning Guide.
Click here to download LJI's Bequest Intention Form to let us know about your intentions.
Contact us
If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to La Jolla Institute for Immunology as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.