Testamentary Life-Income Gifts
How it works
You write a will or revocable trust directing a bequest to the American Cancer Society.
You provide that the bequest first create a life-income gift benefiting your heirs.
After their income interest terminates, the remaining balance in the gift passes to the American Cancer Society.
- One estate asset can benefit both the American Cancer Society and your heirs.
- Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
- Provisions are revocable during your lifetime, increasing your planning flexibility.
For more information
Complete the personal illustration form, or call us at 1-800-227-1885 so that we can assist you and your financial advisor through every step of the process.