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Planned Giving Newsletter

August 2019

If you are one who has been touched by Hindu thought and culture, you may wish to further enrich your life by giving back to Sanatana Dharma in countries around the globe and helping preserve its rich heritage for future generations. Hindu Heritage Endowment (HHE) provides such an opportunity.

Trilogy

Gurudeva's Trilogy Distribution Fund, fund #5, helps provide for free distribution of The Master Course Trilogy and The Guru Chronicles

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Make Sure Your Will Keeps Pace With Your Life

if not now when

Your will reflects the time when it was created. Many people have good intentions to update their wills but often fail to do so. You can change your will at a later date by adding a codicil (an amendment) to reflect any life changes.

Here are some circumstances that make it critical to update your will:

• You want to name a different personal representative, trustee or guardian.

• Your estate has increased or decreased significantly.

• You’ve moved to another state.

• Your situation or a beneficiary’s situation has changed because of marriage, divorce, birth, adoption or death.

• Tax laws have changed.

• You want to include a charitable gift in your will. If you wish to remember Hindu Heritage Endowment, consider leaving us a percentage of your estate so your gift will remain proportional to your estate size, no matter how it fluctuates over the years.

If you have additional questions on updating your will or are considering adding a gift to Hindu Heritage Endowment, please contact us at hhe@hindu.org or 808-822-3012 x 6 for more information.

How to Update Your Will

Step 1: Obtain a copy of your current will.

Step 2: Mark the necessary changes.

Step 3: Meet with your estate planning attorney.

Step 4: Discuss changes with us if they will affect Hindu Heritage Endowment.

It is wise to consult with your tax professionals if you are contemplating a charitable gift under the extended law.


sivairaivan

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