Make Us a Beneficiary

The way to include Inclusive Adventures Inc in your estate planning is through bequests. No matter your income, a will more easily directs the dispersal of your estate as you wish. If you decide to support Inclusive through your will, you can:

• Direct a specific bequest of money or an asset (e.g. stock, a house) to inclusive Adventures Inc.
• Designate a percentage of the total value of the estate.
• Designate a residual bequest that directs Inclusive to receive the remainder of the estate, or a portion of the remainder, after all expenses and other bequests have been made.
• Name Inclusive Adventures Inc as a beneficiary

If you have a life insurance policy or a trust that is no longer needed to provide dependents, consider naming Inclusive Adventures Inc as the beneficiary.

Some assets, such as IRAs and other qualified retirement plans, do not pass directly through your will and require you to name a beneficiary. You can also name Inclusive Adventures Inc as a beneficiary of a Certificate of Deposit (CD). These plans can be good choices for charitable giving because they tend to be taxed more heavily than other assets, sometimes greater than 50 percent. However, by making Inclusive Adventures Inc the beneficiary, the full value of the account will pass to Inclusive.

If you have already made a gift to Inclusive through your estate or would like more information about legacy gifts please email us at [email protected]a.