Bequests give your clients the security to use their assets throughout life and then provide for heirs and the community through any remaining estate assets.
When we receive a gift from an estate, often a Last Will and Testament or a pre-written Community Foundation fund agreement guides the Community Foundation in the way your client wishes to have their gift administered. Some bequests have a broad scope, while others more narrowly focus the use of the gift. In any case, we put your client’s gift to work to benefit the community or any aspect of it that they request.
Click here for downloadable bequest language