Legacy Gifts

Bequests

Bequests are one of the most impactful ways to make a legacy gift to The Haven. They allow you to leave a lasting legacy that reflects your values and helps improve the lives of people with disabilities long after your lifetime. A bequest is a gift made through your will or living trust, and it offers flexibility, simplicity, and potential tax advantages.

Benefits of making a bequest:

• Support future generations of children, teens, and adults with disabilities

• Maintain control of your assets during your lifetime

• Update or revise your bequest at any time

• Potentially reduce estate taxes for your heirs

• Create a lasting legacy in your name or in honor of a loved one

Ways to make a bequest:

• Gift a specific dollar amount (e.g., "$10,000 to The Haven")

• Designate a percentage of your estate (e.g., "10% of my estate to The Haven")

• Leave the residual balance of your estate after other gifts are distributed

• Donate a specific asset, such as real estate, a vehicle, or valuable collectibles

• Include contingent bequests, which are gifts made only if other beneficiaries predecease you

Sample language to include in your will or trust:

"I give and bequeath to The Haven, a nonprofit organization located in Sarasota, Florida, the sum of [dollar amount] (or [percentage] of my estate) to be used for its general purposes (or for a specific program or project if you wish to designate one)."

We encourage you to consult with your legal or financial advisor to choose the bequest option that best aligns with your goals. If you would like your gift to support a specific program, project, or service, please let us know—we are happy to honor your wishes.