Case Study
Eleanor 44
wants to provide a legacy for her niece and nephew, but also has a deep desire
to create a scholarship fund at her alma mater.
The solution: upon Eleanors death, her bequest to Smith will initially be used to fund charitable gift annuities for her niece and nephew. After their deaths, the principal of Eleanors bequest will create the Henry Stephen Magraw Scholarship Fund at Smith in memory of her grandfather. |