gifts by will or living trust

You can give to the West Side Ecumenical Ministry (WSEM) without affecting your cash flow during your lifetime. Grateful families, friends and former clients have provided for future gifts to WSEM by including a bequest provision in their wills or revocable trusts. Bequests allow WSEM to weave a lasting tapestry of support that helps individuals achieve economic independence through employment training and placement, behavioral health care services, early childhood education and premiere childcare, and meet their needs for food.

Benefits of Bequest Gifts

  • Your assets remain in your control during your lifetime.
  • You can modify your bequest if your circumstances change.
  • You can designate a certain dollar amount or percentage of the net proceeds of the estate.
  • You can name WSEM as a secondary beneficiary and leave the bulk of your estate to your family members.
  • It helps you reduce or avoid federal estate taxes.
  • You can direct your bequest to a particular purpose (check with WSEM to make sure your gift can be used as intended).
  • There is no upper limit on the estate tax deductions that can be taken for charitable bequests.
  • You will have the satisfaction of knowing that your bequest will support WSEM in the way you intended after you are gone.

Sample language for a general purpose outright gift:
I give, devise and bequeath $ _______ or ________% of my estate to the West Side Ecumenical Ministry (WSEM), an Ohio nonprofit corporation, to be used at the discretion of the West Side Ecumenical Ministry Board of Directors to benefit the children, youth and families served by WSEM.

Sample language for a restricted gift for a specific purpose:

I give, devise and bequeath $ _______ or _______ % of my estate to the West Side Ecumenical Ministry (WSEM), an Ohio non-profit corporation, to be used to support the following programs and/or services delivered through WSEM: (insert specific designation).

If you are interested in supporting the work of WSEM, please complete and return this WSEM LEGACY SOCIETY ESTATE INTENTION FORM to reference your future plans and make yourself eligible for recognition in the WSEM Legacy Society.

Contact Us
The Vice President of Advancement is available to discuss how to make a bequest gift to benefit WSEM. For further information, please contact the Advancement Department at (216) 651-2037.

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