A bequest is a gift in your will or revocable living trust. You can make a restricted bequest, which creates a named endowment in support of your favorite causes or programs, or an unrestricted bequest, to be administered as part of The Foundation’s own Endowment Fund.
Here’s how it works:
• To make a restricted bequest, simply name The Foundation in your will or trust and execute an endowment agreement that specifies how you want your gift to be used
• To create an unrestricted bequest, add a paragraph of text provided by The Foundation into your will or trust
• No minimum amount—every gift is appreciated
• Receive an estate tax deduction depending on the size of your estate
Learn more in our Bequests Brochure.
An endowment is a charitable fund created to provide ongoing support to one or more of your chosen charities or causes. Our Development team is available to help you plan your giving based on your philanthropic and financial goals, and help you achieve maximum tax benefits. There are many ways to donate to your fund. For example, you can make a charitable gift from IRA accounts or retirement plans.
Here’s how it works:
• Sign an agreement to name your endowment
• Select the grantees or interest areas that you want to support
• Decide what to donate—$25,000 minimum in cash, marketable securities, or other assets (accepted at The Foundation’s discretion)
• Opt to donate now, later, or as a bequest or deferred gift
Once you fund your endowment, we will invest it in our Common Investment Pool. Four percent of the assets will be distributed annually to your charities, with 1% directed for administrative fees.
We hope you will consider joining our generous family of donors.
Learn more in our Endowment Fund Brochure.
Estate Planning Workbook
Preparing your estate planning documents ahead of time can prevent misunderstandings later and allows your survivors to sort through complex issues with greater ease, clarity, and harmony. To assist with your estate planning, we're pleased to offer you our Estate Planning Workbook, designed to help you gather and organize all pertinent estate planning information in one place before you contact your attorney. The workbook includes Model Forms of Bequests from Wills and Model Forms of Bequests from Living Trusts.