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Wills and Bequests


Maximize your impact and gain significant estate tax savings by designating Lifewater as a beneficiary.

Will and Bequest Resources

Download these free giving resources to get started in leaving a lasting legacy.

 

Bequests (Will and Living Trust)

You can include Lifewater in your estate planning as a beneficiary in your will.

Download Sample Bequest Language >

 

Retirement Assets

You can designate Lifewater as a recipient of retirement assets or a bank account while still making tax deductible gifts in your lifetime.

Download Beneficiary Information >

 

Life Insurance

You can designate Lifewater as a recipient of a life insurance policy to help maximize your gift while receiving tax deductions.

Download Beneficiary Information >

 

What To Do Next

  1. Download Documents: Download the corresponding PDFs above with sample language or information that will guide your designation process.
  2. Choose a Beneficiary: You can include Lifewater in your estate planning or beneficiary designations. It can be a specific item, a specific amount, or a percentage of your estate or plan.
  3. Confirm with Investment Professional: Share your documents and designation plan with your estate planning lawyer or accountant.

“We have found a real peace of mind and sense of satisfaction knowing the resources He has given us will continue to work for the Kingdom of God through the future ministry of Lifewater.”

– Jeff and Sharon from Pasadena, CA

Other Questions? Contact Us.

If you have any questions please contact us at 805.541.6634 or email Christine Zurbach, Vice President of Philanthropy, at christine@lifewater.org.