Wills & Beneficiary Gifts
What is a bequest?
Nearly 60% of U.S. adults have no estate planning documents in place.
A bequest is simple! As you plan out your will, life insurance or retirement, you can request a gift to Phoenix Christian Preparatory School.
Key Benefits:
– A bequest can lower your taxable estate
– You may be able to reduce the amount of taxes your family would have to pay.
– Make a lasting impact on the lives of children.
I don’t have a will or an estate plan and I don’t know where to start!
Let Phoenix Christian help you! We have specialists ready and willing to assist you and your family in this important process.
Schedule a consultation today! Email Attorney Nicholas Johnson ’13 with Davis Miles to start planning today (contracted rates apply).
Name Phoenix Christian as a Beneficiary
You can name Phoenix Christian as a beneficiary of your IRA, life insurance policy or bank account with a short form from the account provider, at no cost to you today. It’s one of the most tax-wise gifts you can make: a traditional IRA left to your heirs is generally taxed when they withdraw it, while Phoenix Christian receives the full amount.
Sample Bequest Language
Share this with your attorney:
I give [the sum of $____ / ____% of my estate / the residue of my estate] to Phoenix Christian Preparatory School, a nonprofit organization (EIN 86-0103283), 1751 W. Indian School Rd., Phoenix, AZ 85015, for its general purposes.
Already Included Phoenix Christian in Your Plans?
Let us know so we can thank you and honor your wishes. You can choose to be recognized or remain anonymous.
