Sample Bequest Forms
Many of our funds were created through bequests from people like you. We provide Sample Bequest Forms to assist you and your advisors in defining the details of your charitable giving. Should you need assistances, contact us for a list of legal, accounting, and financial professionals with whom we have worked in the past.
You may direct a bequest to support an area of interest (e.g., literacy, the arts, children), a scholarship, or a specific organization or organizations. You may also leave the decision to us with an unrestricted gift. Gifts of any amount may be added to existing funds. A new fund can be established with a minimum gift of $5,000. We encourage you to discuss the details of your bequest with us to ensure that we can comply with your wishes.
An alternative to a bequest from your estate is a gift from your Individual Retirement Account (IRA) or an insurance policy. You can name the Foundation as a beneficiary of all or just part of your IRA or policy.
The gift will be made shortly after your death, avoiding the probate process that is required of the rest of your estate.
Are you an Attorney?
We publish a version of our Sample Bequest Forms tailored specifically to the needs of Attorneys.
This information is provided to assist you and your legal, accounting and financial advisors in defining the details of your charitable giving. It is not intended to take the place of legal, accounting or tax advice. Please consult with your attorney, accountant and/or financial advisor to answer any financial or legal questions.