Sample Bequest Language
The following is sample language to use in estate planning documents, such as a will, to establish a fund, or add assets to an existing fund within the Community Foundation.
When your client makes a gift to the Community Foundation of North Central Wisconsin through their will or trust agreement, they can choose to benefit:
- the entire community
- a specific cause
- a certain program or organization
- a scholarship fund
- causes successor advisors care about
The Community Foundation will oversee their gift and work to insure the funds are used as your client intended. If a charity closes its doors or dramatically changes its program, the Foundation will continue to support programs that most closely match your clients’ original intentions. We want to recognize your clients for their generosity during their lifetimes as members of our Legacy Society. You or the client can simply notify us when arrangements have been made to include the Community Foundation in their estate plans.
The following is sample language to use in estate planning documents, such as a will, to establish a fund, or add assets to an existing fund within the Community Foundation:
This language is provided as a sample only. It should be reviewed by your professional advisor.