Bequests are a simple and meaningful way to give a gift to Fidelco. You may make a bequest or gift through your estate by including a provision in your will or trust, or by naming Fidelco as a beneficiary of your retirement plan or insurance policy.

Specific bequests are used to make a gift of a specific dollar amount or specific assets, such as securities, real estate, or personal property.

Residuary bequests are used to give all or a portion of the rest, residue, and remainder of your estate after payment of expenses and any specific amounts designated to other beneficiaries.

How to include a bequest in your will

We have partnered with FreeWill to make it simple and free for you to write or update your will, and plan a gift to Fidelco.

Create your legal will and legacy online at no cost, or if you would prefer to finalize your will with an attorney, document your intentions ahead of time to save on legal fees.

The Protecting Americans from Tax Hikes Act of 2015 (PATH Act), signed in December, 2015, permanently extends the favorable IRA Charitable Rollover rule for people 70 1/2 years and older. IRA Charitable Rollovers are not included in your adjustable gross income and they may fulfill all or part of your Required Minimum Distribution for this year. A gift in any amount up to the $100,000 maximum rollover helps Fidelco fulfill its life-changing mission. You can use this sample letter to send to your IRA Custodian.

Your life insurance policy is often an untapped and forgotten part of your financial planning. Yet it is a simple way to ensure the continued work of Fidelco Guide Dog Foundation.

• You can name Fidelco Guide Dog Foundation as a beneficiary in your current life insurance policy.
• You can donate your paid-up policy directly to Fidelco Guide Dog Foundation.
• You can start a new policy, making Fidelco Guide Dog Foundation the owner and beneficiary.

You can name Fidelco as a primary or contingent beneficiary of your Individual Retirement Plans (IRA), 403(b), or 401(k). This can usually be accomplished by completing the appropriate forms from your plan administrator.