Professional Advisors

Help Clients with Charitable Solutions

Looking for materials on charitable giving for your clients? You can download and print materials for your clients here. Hard copies of any of the resources below are available upon request.

6 Resources to get Your Client Started

Need Something more Personal?

We have Individualized Gift Illustrations available upon request.

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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