Is Telling My Kids Enough to Ensure My Estate Gift to Charity?

Ask Barnabas Foundation

Q: I’d like to give a portion of my estate to charity. Do I really need to put this in my will, or can I just share my intentions with my children?

A: Having a heartfelt conversation with your children about your wishes is a wonderful step, but it is probably not enough to ensure those wishes are fulfilled. Unless your charitable gift is clearly stated in your will or trust, there is no legal obligation to fulfill your intentions.

Informal agreements can easily be forgotten or misunderstood, even with the best intentions. Family members may not recall your wishes clearly or feel unsure about how to proceed during a stressful time. Including your charitable gift in your estate plan removes uncertainty and provides clear guidance.

Documenting your generosity also allows you to model faithful stewardship to your loved ones. It tells a story about what matters most to you and invites your family to carry forward your legacy of giving.

Have Questions? Email info@BarnabasFoundation.org or call 888.448.3040.

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This content is written as part of Generosity Today (2025, Issue 3).