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.

You transfer your cash or appreciated property to Dunwoody in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.

Visit our Planned Giving website to learn about the best assets to make a planned gifts.