Your Contribution, Our Future.

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Planned Giving

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Our E-newsletter features current news from Washington, finance information, stories about others who have benefited from giving, and more!

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Free Estate Planning Guide

This guide will provide you with helpful information to provide for your needs, your family's future and favorite causes.

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Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?


How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Avera Foundation as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


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