Planned Giving

Gifts by will or trust (bequest)

A gift by will or trust – often referred to as a bequest – is a charitable gift from your estate that enables you to achieve your financial goals and benefit Perkins. No other planned gift is as simple to make or as easy to change, should you ever need the assets during your lifetime.

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A bequest may be right for you if:

You want to make a gift to Perkins.
You want the flexibility to change your mind.
You want to retain control and have continued access to your wealth, should you need it.
You are concerned about outliving your resources.

Ways to include Perkins:

A gift of a particular amount of money. For example, you leave $25,000.
A gift of a specific item or items. For example, you give 1,000 shares of ABC Corporation.
A gift that will be made only if one or more conditions are met. For example, you give $25,000 provided we still offer a particular program or service and your spouse does not survive you.
A gift that will be made from the remainder of your estate once all other bequests, debts, and taxes have been paid. For example, you give 25% of the remainder of your estate. Often called a “residuary bequest,” this approach assures that your family will be taken care of before your estate makes a bequest to us.

Download bequest PDF

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Looking for more information?

We’re always here to help. Simply contact us or call 617-972-7328 with any questions.

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Your gift can help kids & adults with blindness thrive every day.