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Gifts from Wills and Revocable Living Trusts
It’s easier than you think.
Making a bequest gift does not need to take a lot of time and effort. We can provide tools to help you and your professional advisors make the best choices.
Bequest Language. Suggested paragraphs to specify a particular sum of money, a certain asset (i.e., block of stock or piece of real estate), or a percentage of your residual estate. We have the expertise to accept a wide range of assets. Ask your advisor about assets, such as life insurance policies and retirement plans, some of which can be especially advantageous from a tax standpoint.
Available for download:
 Suggested Bequest Language
For instructions on how to download PDF file links, please click here.
Expertise to Accept Wide Range of Assets
Call us to help you decide the purpose of your estate gift. For example:
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Name a fund for your children or grandchildren to advise |
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Support a specific organization such as your alma mater, your place of worship, or an organization that has benefited from your volunteer commitment |
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Direct grants to an area of interest, such as conservation, the arts, or medical research |
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Create a Scholarship Fund to support students at a particular school, pursuing a special area of study, or in recognition of academic achievement or other qualities |
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Contribute to the Community Giving Fund or the Foundation’s Administrative Endowment |
Not ready to name your charitable purpose but you want to complete your will or revocable living trust? Name the Community Foundation and specify your wishes through a Letter of Intent. We understand that things change — including your charitable goals. You are not bound by the choices you make today — you can revise your Letter of Intent as often as you like and, at no charge.
Available for download:
Statement of Intent
For instructions on how to download PDF file links, please click here.
Gifts from Wills and Revocable Living Trusts
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