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Looking for inspiration or research about charitable giving? These resources will help you discuss charitable options with your clients. Our highly trained staff would love to meet with you and your client to ensure their goals are reached. 

8 Helpful Resources

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5 resources for help with charitable taxation and tax law:

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Bequest Language

Bequest of cash
“I bequeath the sum of $250,000* to My Fund at Truman Heartland Community Foundation 501(c)(3) 43-1482136) of Independence, MO.”

Bequest of a percent of the estate
“I devise and bequeath 50%* of the remainder and residue of property owned at my death, whether real or personal, and wherever located to My Fund at Truman Heartland Community Foundation 501(c)(3) 43-1482136) of Independence, MO.”

Contingent Bequest
“If my brother John Doe survives me, I devise and bequeath 75%* of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 100%* of my residuary estate, whether real or personal property and wherever located to My Fund at Truman Heartland Community Foundation 501(c)(3) 43-1482136) of Independence, MO.”

*Please feel free to change the numbers or percentages as you desire.

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Contact us today! We will be happy to write up personalized fund documents, and look into any other requests that make your job easier.

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