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The appropriate wording for making a gift depends upon the type of gift, state law and your own unique circumstances. The following will provisions are examples of how you may designate your gift. Consult an attorney to be sure you have a properly drafted legal document.
UNRESTRICTED GENERAL LEGACY:
I give to Trinity Foundation, located at Trinity Foundation, the sum of $______________ for its general purposes.
I give my (specify personal property item(s) and/or real property) to Trinity Foundation, located at Trinity Foundation.
GIFT OF RESIDUARY ESTATE:
All the rest, residue and remainder of my estate, both real and personal, and wherever situated, I give, devise and bequeath to Trinity Foundation, located at Trinity Foundation, for its general purposes.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Trinity Foundation as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Trinity Foundation as a lump sum.