A Bequest to Further Good Work

David: The work of Phoenix Theatre was important to us. We regularly made cash gifts but wanted to do more. We received their newsletter and noted that we could make a gift from our estate and join the legacy society. We saw a picture of smiling people just like us, and we wanted to be part of that group.
Nancy: We met with our lawyer to revise our wills, and we each included a provision for a bequest to the theatre. Our lawyer put language in the will that allows a percentage of our estate to go to Phoenix Theatre. This was easy to arrange and permits us to still use our assets during our lives if we need them.
David: We told Marisa about our decision and were excited when we were invited to a special event honoring us. We will continue to make gifts during our lives, but it feels good to know that our support will help in the future.
Nancy: We met with our lawyer to revise our wills, and we each included a provision for a bequest to the theatre. Our lawyer put language in the will that allows a percentage of our estate to go to Phoenix Theatre. This was easy to arrange and permits us to still use our assets during our lives if we need them.
David: We told Marisa about our decision and were excited when we were invited to a special event honoring us. We will continue to make gifts during our lives, but it feels good to know that our support will help in the future.