Giving & charity
Charitable bequest
A recorded intention to leave property to a charitable organization through an estate plan.A recorded intention to leave property to a charitable organization through an estate plan.
Why a household might care
Helps organize charitable intent, records, and future review without judging an organization or calculating a deduction.
Things to review
Connecting an intention to an Estate Document and Executor Handbook reference Confirm current documentation and applicable rules with the recipient organization or a qualified professional. Educational information only — not legal or tax advice.
Key points
- A recorded intention to leave property to a charitable organization through an estate plan.
- An intention is not legally effective unless supported by valid documentation.