Sample Bequest Language

The following is sample language to use in estate planning documents, such as a will, to establish a fund, or add assets to an existing fund within the Community Foundation:

Bequest to a Named Unrestricted Fund

“I give to the Community Foundation of Dunn County, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or a sum of money) OR (all my right, title and interest in the following described property _________). This gift shall be used to establish the ________ Fund and shall be invested and distributed at the sole discretion of the Community Foundation of Dunn County’s Board of Directors.” (If you wish to name additional beneficiaries, please state them here.)

Bequest to a Donor Advised Fund

“I give to the Community Foundation of Dunn County, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or a sum of money) OR (all my right, title and interest in the following described property _________). This gift shall be used to establish the ________ Fund. I would like (insert names) to recommend grant recipients from the Fund. I understand the Community Foundation of Dunn County’s Board of Directors holds legal responsibility for the Fund and is solely responsible for the investment of and distributions from the Fund.” (If you wish to name additional beneficiaries, please state them here.)

Bequest to a Restricted Fund

“I give to the Community Foundation of Dunn County, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or a sum of money) OR (all my right, title and interest in the following described property _________). This gift shall be used to establish the _________ Fund. This fund is designed to support the (insert name of agency or organization). I understand the Community Foundation of Dunn County’s Board of Directors holds legal responsibility for the Fund and is solely responsible for the investment of and distributions from the Fund. (If you wish to name additional beneficiaries, please state them here.)

Bequest to a Field of Interest Fund

“I give to the Community Foundation of Dunn County, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or a sum of money) OR (all my right, title and interest in the following described property _________). This gift shall be used to establish the _________ Fund, which is designed to benefit (insert field of interest, such as the arts, youth or a specific town or city). I understand the Community Foundation of Dunn County’s Board of Directors holds legal responsibility for the Fund and is solely responsible for the investment of and distributions from the Fund. (If you wish to name additional beneficiaries, please state them here.)

Bequest to a Scholarship Fund

“I give to the Community Foundation of Dunn County, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or a sum of money) OR (all my right, title and interest in the following described property _________). This gift shall be used to establish the _________ Fund, which is designed to benefit (insert what you want the scholarship to support: students in need, students at a specific college/university, or students in a specific major). I understand the Community Foundation of Dunn County’s Board of Directors holds legal responsibility for the Fund and is solely responsible for the investment of and distributions from the Fund.

This language is provided as a sample only. It should be reviewed by your professional advisor.

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