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Your Generosity
Our Longevity

With gift planning, you can provide long-lasting support for our organization while enjoying financial benefits for yourself. Help NCOA create longevity for all.

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Giving Home > How to Give > Wills and Bequests

Wills and Bequests

A bequest is a gift you can make to support National Council on Aging's mission in your will or living trust.

Many individuals choose to leave a legacy gift to NCOA through their will or trust, so they can ensure that future generations of older adults have access to programs and resources. A bequest is the simplest type of planned gift and one of the easiest to implement.

Benefits of wills and bequests

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to our organization

Charitable bequest video

How wills and bequests 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 National Council on Aging 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 National Council on Aging

  • Include a bequest to National Council on Aging in your will or revocable trust
  • Designate National Council on Aging as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name National Council on Aging as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Specific Bequest - A specific bequest involves making a gift for a specific dollar amount. For example, you may wish to leave $10,000 to NCOA.
  • Percentage Bequest - Another kind of bequest involves leaving a specific percentage of your overall estate to our organization. For example, you may wish to leave 10% of your estate to National Council on Aging.
  • Residual Bequest - A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to our organization. For example, you may wish to leave 30% of the residue of your estate to National Council on Aging.

Review sample bequest language

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 National Council on Aging 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.