EFSC Foundation Gift Planning Guide | Page 13

Bequest > A revocable gift in your will or living trust Benefits  A bequest is a gift to EFSC at your passing, generally through a provision in your will or living trust. It may be revoked at any time during your lifetime if your situation changes. Did You Know?  You can complete a Change of Beneficiary form to name EFSC a beneficiary of your retirement plan, bank account, brokerage account or life insurance policy. A bequest might not be received by EFSC for many years - so there’s a delay in funding the gifted purpose. As a result, restrictions placed on the use of your gift should be as minimal as possible, providing EFSC with maximum flexibility, as priorities and programs change over time. 13