Thinking ahead allows us to focus on the causes and organizations that matter most to us. Many people want their legacy to extend beyond their family and provide lasting support to charities or community groups. Including charitable gifts in a will is one way to make sure that values and priorities are carried forward. As we talk with clients, we often find that charitable giving is both a personal expression and a practical part of estate planning. For anyone considering this option, speaking with a Great Falls, MT wills lawyer lawyer can help clarify the best approach.
Choosing The Form Of Gift
Charitable giving in a will can take several forms. Some people choose to leave a specific dollar amount, while others set aside a percentage of their estate. In some cases, individuals gift particular assets such as real estate, stock, or valuable items. The type of gift depends on financial goals, family needs, and the kind of impact a person wants to make. By outlining these details clearly, there is less room for confusion when the will is carried out.
Balancing Family And Charitable Goals
When adding charitable gifts to a will, it is important to consider how they fit alongside family priorities. Some people want to make sure children and loved ones are financially secure before contributing to charitable causes. Many choose to split their estate, providing for family while also supporting organizations they value. The approach is flexible and can be tailored to reflect personal wishes.
Using Trusts To Support Charities
Trusts can also be used as part of charitable giving. A charitable remainder trust allows someone to provide income to beneficiaries during their lifetime, with the remaining assets later going to a charity. A charitable lead trust works in the opposite way, directing income to a charity first and then passing what remains to family members. These options can provide tax benefits while also supporting important causes.
Our Experience Helping Clients
In our work, we have seen how meaningful it can be for clients to include charitable gifts in their estate plans. At our office, we regularly help clients establish both simple bequests and more structured options like charitable trusts. We also work with families to update wills when financial circumstances or charitable priorities change. These conversations often bring peace of mind, as clients know their wishes will be honored while also leaving a positive impact.
Moving Forward With Thoughtful Planning
Charitable giving through a will is more than just a financial decision—it is a way to connect values to future generations. We spend time with clients discussing how their giving goals fit within the broader estate plan. This includes reviewing how tax benefits may apply and whether a trust could make sense for long-term charitable contributions. By looking at both family needs and charitable intentions, we help create a plan that reflects the client’s full picture.
Leaving A Legacy That Reflects Your Values
Adding charitable gifts to a will helps carry forward the values and priorities a person cares about most. It allows us to provide for loved ones while also supporting organizations that have made a difference in our lives. At Silverman Law Office, PLLC, we are ready to help you explore the options available and build a plan that is right for you. Contact us today to discuss your goals and learn how thoughtful planning with the guidance of an attorney can provide clarity and lasting impact.