When you have a specific purpose in mind.
Many of our clients choose to make special bequests and gifts. These charitable contributions include specific instructions on how the money should be used by the recipient organization: i.e., the establishment of a scholarship fund, the addition of a wing to a museum, etc.
At Essex, we’re pleased to help carry out your wishes in this regard. Your advisor can work closely with your trustee, estate administrator and/or attorney to coordinate the donation of various types of assets, such as cash, stocks and bonds, and personal property.