How GiveWise Simplifies Estate Planning

Simplify Estate Planning Through Bequests With GiveWise

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As a Notary or Attorney who offers estate planning to your clients, you are in a unique and special position to help ensure their legacy and generosity wishes are properly represented in their will.

Your clients may want to leave gifts to multiple charities in their will. This results in multiple points of contact for the executor/administrator and multiple tax receipts. This process becomes much simpler yet more flexible by utilizing GiveWise Foundation’s Bequest services instead.

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Here’s How it Works:

1. The client names "GiveWise Foundation charitable registration #701032526" as a beneficiary in the will and sets forth the type of asset(s), amount, or percentage of the overall estate.

2. The client completes a GiveWise Bequest Instructions worksheet and files a copy with GiveWise.

3. GiveWise acts as the single point of contact regarding charitable gifts, issues a single tax receipt, and facilitates the gifts to as many charities as the client wishes.

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By filling out GiveWise’s flexible worksheet, the client:

• Names as many charities as they wish.

• Names one or more Successor Donor Advisor(s) if they wish.

• Sets out amounts to each charity.

• Sets the timing (immediate lump sum or recurring).

• Can choose any combination of charity, amount, and timing.

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Upon the client’s passing:

• The assets are donated, GiveWise issues the single tax receipt, and facilitates all of the gifts to the charities, according to the client’s wishes, without the executor or family members needing to be involved.

• If a family member has been named a Successor Advisor of the Fund, GiveWise will contact that family member.

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Some of the benefits of this program:

• Maximum flexibility and legal simplicity for the client to have their charitable wishes extend beyond their lifetime.

• Simplicity for the legal professionals and the executor.

• GiveWise ensures all donations are disbursed per the outlined schedule in a fully compliant manner with no burden on the charities.

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For more information, please contact:

• Dan Kyte Director of Finance and Investments Email: [e-mail] Phone: [phone]