Personal Finance (Not Investing) • Should we tell charities that they are in our will?

I think there can be benefits to speaking with an appropriate person at a charity you are considering as a beneficiary. I’ve done so, and:

• Had a meaningful conversation that helped me further evaluate the charity
• Learned more about the organization’s needs and what stipulations would be reasonable vs. unhelpful
• They were able to document how any funds from me should be used (in this case capping x% for administrative expenses)
• I now get an additional regular email with a bit deeper info about the work of the organization
• I have a person I can call with questions or to share my thoughts

All this happened without me making any commitments or discussing amounts.

Statistics: Posted by CalPoppy — Sun Nov 10, 2024 1:17 am — Replies 24 — Views 2013

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