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You are at: Planned Giving > Learn About Wills and Bequests

Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?

Contact Us
Watch a Video
Download a Brochure

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Upstate Forever as part of your estate plan.

View Bequest Language

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?

Contact Us
Request an Estate Planning Guide
Create an Online Account

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"Your planned gift to Upstate Forever is an investment in protecting our region's high quality of life for future generations. With your support, we can ensure Upstate South Carolina remains green, vibrant, and prosperous - forever."

Andrea Cooper, Executive Director

Upstate Forever

Greenville

864.250.0500
507 Pettigru St
Greenville, SC 29601

Spartanburg

864.327.0090
201 E. Broad St. Suite 1C
Spartanburg, SC 29306

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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
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