Will or Living Trust

A Gift in Your Will or Living Trust
Interested in supporting the mission of Badin High School but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.

By including a bequest to Badin in your will or living trust, you are ensuring that we can continue our mission for generations. Your gift may also entitle your estate to federal estate tax deductions.

Check Out This Potential Scenario
When Tom and Sandy got married, they made a point to put together a will to protect their assets. They both loved Badin and decided to include a bequest of $50,000 to us in their will.

As Tom and Sandy’s family grew to include three children, they decided to revise their gift to ensure their children’s future financial security. They met with their attorney and simply revised the bequest language so that their gift to Badin was now a percentage of their estate instead of a specific amount. Tom and Sandy rest easy knowing that when they die, their plans will provide for the people and charitable work they love.

Learn How to Fund It
You can use the following assets to fund a bequest:

• Cash
• Securities
• Real Estate
• Tangible Personal Property
• Closely Held Stock
   

Next Steps

• Contact Brian Pendergest at 513-863-3993 or bpendergest@BadinHS.org for additional information on bequests or to chat more about the different options for including Badin in your will or estate plan.
• Seek the advice of your financial or legal advisor
• If you include Badin in your estate plans, please use our legal name and Federal Tax ID:
  Legal Name: Stephen T. Badin High School
  Address: 571 New London Road, Hamilton, OH 45013
  Federal Tax ID Number: 31-0537113

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.