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Language for Wills & Trusts

The opening sentence should make it clear that this document is intended to be your will, give your name, place of residence and revoke any previous wills and codicils (amendments to previous wills). This can help avoid any kind of legal questions if someone should produce an earlier will.

Cash, securities, real estate or personal property can be conveyed to the Brockport Foundation through a simple and inexpensive amendment to your will. Please keep in mind that tax laws and your own needs may change. You should always consult with your own attorney, accountant or advisors for the legal and tax implications before making a major charitable contribution.

The Federal Tax ID Number for the Brockport Foundation is: 22-2143232.

Sample language is as follows:

Specific Amount, Unrestricted Purpose
I hereby give, devise and bequeath to the Brockport Foundation, the sum of $_________ as an unrestricted gift to be used in the area of greatest need at the time the gift is received.

Specific Amount, Specific Purpose
I hereby give, devise and bequest to the Brockport Foundation, the sum of $________ to be used for ______________.

It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then the Brockport Foundation may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift.


Percentage of Estate, Unrestricted Purpose
I hereby give, devise and bequeath to the Brockport Foundation, ________ percent of the rest, residue and remainder of my estate as an unrestricted gift to be used in the area of greatest need at the time the gift is received.

Percentage of Estate, Specific Purpose
I hereby give, devise and bequeath to the Brockport Foundation, ________ percent of the rest, residue and remainder of my estate to form an endowment fund for _______________. This fund shall be a permanent fund and shall be known as the ____________________________ fund. All distributions from the Fund shall be described as having been made available by this Fund.

Additional contributions to said Fund, whether by gift, bequest or devise, may be accepted at any time with the approval of the Brockport Foundation.

It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then the Brockport Foundation may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift.


Brad Schreiber ‘83
Senior Director of Planned Giving
Brockport Foundation
350 New Campus Drive
Brockport, NY 14420
(585) 395-5161
bschreib@brockport.edu

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