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While attorneys are responsible for the legal aspects of estate planning, we are pleased to provide the following information as a courtesy to attorneys and their clients.
PROPORTIONAL BEQUEST
"I give to Blue Grass Community Foundation, an amount equal to % (_____ percent) of the total value of the assets in my estate, whatever the amount shall be at the time of my death. This gift is to be added to the______________________ Fund.” (IF A FUND HAS NOT BEEN ESTABLISHED, PLEASE CONTACT US OR REPLACE THE PRIOR SENTENCE WITH THE FOLLOWING) “This gift is to be used in such a manner as the Board of Directors of said Foundation shall, in its sole discretion, determine."
RESIDUARY BEQUEST
"I give to Blue Grass Community Foundation, all the residue and remainder of my estate. This gift is to be added to the________________ Fund.” (IF A FUND HAS NOT BEEN ESTABLISHED, PLEASE CONTACT US OR REPLACE THE PRIOR SENTENCE WITH THE FOLLOWING) “This gift is to be used in such a manner as the Board of Directors of said Foundation shall, in its sole discretion, determine."
SPECIFIC BEQUEST
"I give to Blue Grass Community Foundation, (the sum of $____________________________ ) OR (all my right, title and interest in the following described property ). This gift is to be added to the Fund.” (IF A FUND HAS NOT BEEN ESTABLISHED, PLEASE CONTACT US OR REPLACE THE PRIOR SENTENCE WITH THE FOLLOWING) “This gift is to be used in such a manner as the Board of Directors of said Foundation shall, in its sole discretion, determine."
CONTINGENT BEQUEST
"In the event that___________________ (name of wife, son, brother...) shall not survive me, then I give____________________________________________________ (my home, my securities or any assets) to Blue Grass Community Foundation. This gift is to be added to the Fund.” (IF A FUND HAS NOT BEEN ESTABLISHED, PLEASE CONTACT US OR REPLACE THE PRIOR SENTENCE WITH THE FOLLOWING) “This gift is to be used in such a manner as the Board of Governors of said Foundation shall, in its sole discretion, determine."
To download this information, click on the link below. (NOTE: This is a PDF document which uses Adobe Reader. If you do not have Adobe Reader on your computer, click here.)
If you have any questions, please contact Allison Peck Lankford at 859/225.3343. | |
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