Charitable Bequests

Including in your will a gift of a specific amount or a percentage of your estate enables you to control your assets during your lifetime while providing an important future gift to an Asbury community.

If you wish to support the Asbury Foundation through your will or trust, there are several options you may consider:

A. Specific Dollar Amount or Property

“I, [name], of [city, state, zip], give, devise and bequeath to Asbury Foundation, Inc., 20030 Century Boulevard, Suite 300, Germantown, MD 20874, [amount] for the [Asbury Community] [Fund].”

B. Percentage of Estate

“I, [name], of [city, state, zip], give, devise and bequeath to Asbury Foundation, Inc., 20030 Century Boulevard, Suite 300, Germantown, MD 20874, [percentage] of my estate for the [Asbury community] [Fund].”

C. Residuary – the remainder of all other bequests, administrative costs, and taxes have been met

“I, [name], of [city, state, zip], give, devise and bequeath to Asbury Foundation, Inc., 20030 Century Boulevard, Suite 300, Germantown, MD 20874, all of the residue or remainder of my estate for the [Asbury community] [Fund].”

Charitable bequests are wonderful options for all donors, but especially those donors who wish to retain control of their assets during their lifetime.

Because financial planning and tax laws are complicated matters, we advise you to speak with your professional advisor (attorney, CPA, bank trust officer, financial planner, insurance agent, etc.) before making planned gift commitments.

Asbury Foundation staff members are always available to answer any question or provide additional information. Please contact us to learn more.