Gifts from Your Will or Trust

Need to preserve assets? You can plan a gift to us that will take effect only after your other obligations are fulfilled.

This diagram represents how to leave a gift through your will or trust - a gift that costs nothing during lifetime.

How It Works

  • Include a gift to Shalem Institute in your will or trust. (Here is sample bequest language for your will.)
  • Your bequest will support the overall mission of Shalem Institute.
  • Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
  • Tell us about your gift so we may celebrate your generosity now.

Important Related Topics

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.


Mission

Our mission is to nurture contemplative living and leadership.

Vision

Grounded in our understanding of God’s desire for peace, wholeness and well-being, we envision a world transformed by contemplative living and leadership in which all people honor one another and creation, recognize their unity and interconnectedness, and courageously seek to live out of this reality.

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