When planning your legacy and estate fund things can get a little complicated at times. We’re here to simplify the process. For your convenience we’ve compiled sample language that you may reference below. If you have any questions, please don’t hesitate to contact us.
Specific Bequest
“I give, devise and bequeath to Jewish Communal Fund, EIN: 23-7174183, a nonprofit corporation of the State of New York, located at 575 Madison Avenue, New York, NY 10022, to create or add to a Donor Advised Fund, {insert here}.
(Choose one from below)
- The sum of $_____.”
- _____ shares of stock in _____Company.”
- My real property commonly known as _____.”
Sample Language
“I give, devise and bequeath to Jewish Communal Fund, EIN: 23-7174183, a nonprofit corporation of the State of New York, located at 575 Madison Avenue, New York, NY 10022, ____% of my estate to create or add to a Donor Advised Fund.” (See Deferred Funds section)
Residual Bequest
“I give, devise and bequeath to Jewish Communal Fund, EIN: 23-7174183, a nonprofit corporation of the State of New York, located at 575 Madison Avenue, New York, NY 10022, all the residue of my estate.”