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Legacy Giving

Estate Gifts

You can invest in Equest beyond your lifetime by designating a gift in your will or trust, at no immediate cost to you. You can also modify or cancel your bequest as your life changes.

Wills and Living Trusts

Gifts can be made using a range of assets, such as cash, investments, property, or valuable possessions. For a more straightforward approach, consider designating a percentage of your estate.

While consulting an attorney is always recommended for estate planning, designating a gift in your will can be remarkably straightforward. A single sentence can often suffice to express your charitable intentions.

Sample Bequest Language
“I give and bequeath to Equest, 811 Pemberton Hill Road, Building 4, Dallas, Texas 75217 federal tax identification number 75-1823701,__% of my residuary estate (or $__, or other property).”

Beneficiary Designations

Beneficiary Designations are an easy way to make a valuable contribution to our work. These types of donations bypass probate court and don’t require action by your estate administrator. This approach can be applied to:

  • Life insurance policies
  • Bank accounts and Certificates of Deposit (CDs)
  • Individual Retirement Accounts (IRAs) and other retirement plans
  • Donor Advised Funds

Designating Equest as a beneficiary is straightforward. Obtain a change-of-beneficiary form from your plan provider or their website. Complete the form with your desired updates and submit it to formalize your gift.

Next Steps

  1. Connect with Us
    For more information about making an estate gift, please contact Malcolm Hodge, Senior Director of Advancement at (972) 412.1099 ext. 227 or email giving@equest.org.

  2. Consult Your Advisor
    We recommend speaking with your financial or legal advisor to determine the best giving option for your situation.

  3. Notify Us of Your Gift
    If you’ve included Equest in your estate plans, please let us know by completing our Gift Notification Form. This helps us honor your intentions and welcome you into our legacy giving community.

4. Use Our Legal Information
When including Equest in your plans, please use our official legal name and federal tax ID:

LEGAL NAME:
Equest

ADDRESS:
811 Pemberton Hill Road
Building 4
Dallas, Texas 75217

FEDERAL TAX ID NO:
75-1823701