Impactful legacy planning with tax-smart gifts

Yes! Every gift counts, no matter the size, and directly helps people in the Philippines. Many people choose to leave a percentage of their estate, which scales up or down with the size of your estate.

Yes! Knowing about your intentions in advance helps our team plan for the future and make sure your gift is used as you wish, but you are always welcome to remain anonymous.

Yes, there are many reputable, free, online tools to help you make a will or trust. You can even use them to prepare information before retaining an attorney to finalize your plans.

Yes, you are always free to revise or update your estate plans.

We’ll use your gift to meet the most critical needs and/or build our endowment. Our team would be happy to connect with you and discuss a meaningful plan for your gift, should you have specific intentions.

A non-probate asset is an account or other asset that won’t be governed by the decisions you make in a will. Instead, these accounts commonly have an assigned beneficiary that you choose. Types of non-probate assets include many retirement accounts, life insurance, some bank accounts and some assets (like a house or vehicle) that you jointly own with another person.

The most commonly gifted non-probate asset is an IRA or 401(k). This is because these accounts are always taxed (even for people below the estate tax threshold). Giving these accounts to charity keeps your heirs from having to pay unexpected taxes.

Yes! Even if you have a will in place you still need to designate beneficiaries for your non-probate assets.

No. You can usually make these easily and at no cost to you.

Yes. You are always free to revise or update your estate plans.