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When to Choose Giving a Bequest through your Will or Living Trust

When to Choose Giving a Bequest through your Will or Living Trust

Your needs and desires

You want to wisely manage your assets while making a meaningful contribution to Lake Avenue Church.  You also want to make certain you have adequate funds throughout your lifetime.

Why Giving a Bequest may be a wise choice

A bequest through your Will or Living Trust allows you to plan for a meaningful legacy gift to Lake Avenue Church without risking your financial security throughout your life.

  • Making this gift is as simple as designating Lake Avenue Church as the ultimate recipient of a pre-determined amount, a percentage of your estate, a specific asset or the residual of your estate.
  • You can add this contribution to an existing Will at any time by completing and signing a codicil (amendment).
  • If your needs or desires change, this form of gift is revocable by legally altering your Will or Living Trust or creating a codicil.
  • You can designate your gift for a specific program, endowment fund or to the greatest need.
  • You will be assured that your life will be a living witness – an investment in God's Work through Lake Avenue Church.

How to give a gift through a Bequest

This is the easiest way to remember Lake Avenue Church with a legacy gift. Simply include in your Will or Living Trust a description of the asset, a specific amount or a percentage of your estate to be given to Lake Avenue Church when your estate is distributed, or assign the residual (remainder) of your estate to Lake Avenue Church after other obligations are met. If you already have a will, you can add a codicil (addendum) to make this provision.

What steps to take to make this gift

We invite you and/or your advisor to have a confidential conversation with us at no obligation. To make a bequest of a specific amount, use the following language in your estate plan:

“I hereby give, devise and bequeath __________________________ ($DOLLARS) (alternatively, XX% of my estate, the residual of my estate, or describe a specific asset[s]) to Lake Avenue Church, a nonprofit organization located at 393 North Lake Avenue, Pasadena, CA, 91101, Federal Tax ID #95-1660848, for Lake Avenue Church’s general use and purpose.”

When preparing a bequest, please notify us of your intentions so we can honor your desires.  Also, if you would like to discuss further this or any other gift type, please call Linda Neuenburg at 626.817.4808 () or Les Stocker 626.817.4805 (

Thank you so very much!

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