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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 Daren Wendell, Sr. Director of Donor Relations, at daren@lifewater.org.

Sponsor a Project. Leave a Legacy.