Planned Giving

You designate Dunwoody as the beneficiary of your asset by will, trust or beneficiary designation form.

Specific Bequest: States a specific dollar amount or asset that may be a gift of cash, securities, real estate, or tangible personal property.

Residual Bequest: Names Dunwoody to receive all or a percentage of the remainder of the estate after your specific bequests have been fulfilled.

Contingent Bequest: Takes effect only if all primary beneficiaries named in the will have predeceased you.

Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is a way to make significant gift that will support Dunwoody. Because of estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small.