Benefits

• A bequest is a gift to HAIF at your passing, generally through a provision in your will or living trust.

• It may be revoked at any time during your lifetime if your situation changes.

Did You Know?

• You can complete a Change of Beneficiary form to name HAIF as a beneficiary of your retirement plan, bank account, brokerage account, or life insurance policy.

• A bequest might not be received by HAIF for many years — so there’s a delay in funding the gifted purpose. As a result, restrictions placed on the use of your gift should be as minimal as possible, providing HAIF with maximum flexibility, as priorities and programs change over time.

• For suggested gift and bequest language, please visit https://floridaelks.org/giving/bequest-language or call Harry-Anna Investment Fund / Florida State Elks at 800-523-1673.