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.
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 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:
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.
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.
Consult Your Advisor
We recommend speaking with your financial or legal advisor to determine the best giving option for your situation.
4. Use Our Legal Information
When including Equest in your plans, please use our official legal name and federal tax ID.
LEGAL NAME:
Equest
PHYSICAL ADDRESS:
811 Pemberton Hill Road
Building 4
Dallas, Texas 75217
MAILING ADDRESS:
PO Box 171779,
Dallas, Texas 75217
FEDERAL TAX ID NO:
75-1823701
Address
811 Pemberton Hill Road #4
Dallas, Texas 75217
© 2024, Equest. All Rights Reserved.
TAX ID 75-1823701 – Privacy Policy – 990 Form
Mailing Address
PO Box 171779
Dallas, Texas 75217