Estate Planning
Leave a legacy.
Planning ahead is about more than finances — it eases the burden on your family and ensures your wishes are honored and offers you peace of mind around your health decisions, property, legal affairs and final arrangements.
Estate Planning Resources
Every adult should create an estate plan to ensure they protect themselves and their loved ones, regardless of their age or the size of their assets. Creating an estate plan brings peace of mind — and it's also a powerful way to shape your legacy and support the causes that matter most.
Watch these short videos on why an estate plan matters and how to get started.
What Happens If You Don't Have a Will
https://philanthropy.org/planned-giving/make-a-will-video-series/what-happens-if-you-dont-have-a-will/what-happens-if-you-dont-have-a-will-main-video/
If You Don't Make a Will the Government Will https://philanthropy.org/planned-giving/make-a-will-video-series/if-you-dont-make-a-will-the-government-will-2/
What Happens to Your Kids if You Die Without a Will? https://philanthropy.org/planned-giving/make-a-will-video-series/3-what-happens-to-your-kids-if-you-die-without-a-will-main-video/
Can Your Pet Inherit Your Money?
https://philanthropy.org/planned-giving/make-a-will-video-series/5-can-your-pet-inherit-your-money-main-video/
Be Remembered
https://philanthropy.org/planned-giving/make-a-will-video-series/8-be-remembered-main-video/
The One Line in Your Will That Can Change a Life https://philanthropy.org/planned-giving/make-a-will-video-series/10-the-one-line-in-your-will-that-can-change-a-life-main-video/
How to Donate $0 Today and Become a Legend https://philanthropy.org/planned-giving/make-a-will-video-series/11-how-to-donate-0-today-and-become-a-legend-main-video/
Top 3 Mistakes People Make in Their Wills
https://philanthropy.org/planned-giving/make-a-will-video-series/13-top-3-mistakes-people-make-in-their-wills-main-video/
What Is a Bequest? And Why You Should Care https://philanthropy.org/planned-giving/make-a-will-video-series/14-what-is-a-bequest-and-why-you-should-care-main-video/
How to Add a Charity to Your Will in One Sentence https://philanthropy.org/planned-giving/make-a-will-video-series/16-how-to-add-a-charity-to-your-will-in-one-sentence-main-video/
The Legacy Anyone Can Leave
https://philanthropy.org/planned-giving/make-a-will-video-series/19-the-legacy-anyone-can-leave-main-video/
Imagine This: You're Gone. What Happens Next? https://philanthropy.org/planned-giving/make-a-will-video-series/20-imagine-this-youre-gone-what-happens-next-main-video/
Do You Want to Be Remembered, or Just... Gone? https://philanthropy.org/planned-giving/make-a-will-video-series/21-do-you-want-to-be-remembered-or-just-gone-main-video/
Celebrate Your Story
https://philanthropy.org/planned-giving/make-a-will-video-series/23-celebrate-your-story-main-video/
The Joy of Giving Forward
https://philanthropy.org/planned-giving/make-a-will-video-series/24-the-joy-of-giving-forward-main-video/
A Legacy of Love and Laughter
https://philanthropy.org/planned-giving/make-a-will-video-series/25-a-legacy-of-love-and-laughter-main-video/
Support Compassionate Care
Make a Planned Gift
Making Estate Gifts to Stonehill Communities
Leave a lasting legacy of compassion and faith by including Stonehill in your estate plans:
To arrange a bequest from your will or trust, include the following:
“I give, devise, and bequeath to the Stonehill Benevolent Foundation, located at 3485 Windsor Avenue, Dubuque, Iowa, which has a tax identification number of 42-1337556, the sum of $_______, or _____ % of the residue of my estate.”
You may also designate the Stonehill Benevolent Foundation as a beneficiary of a life insurance policy or retirement plan.
Use the Letter of Intent form to notify us of your intentions and join the Stonehill Legacy Society or contact Lisa Breitsprecker at 563-690-9660.
