One Charitable Gift, A Lifetime of Benefits

Give back to the causes that mean the most to you while enjoying valuable tax benefits

Text Resize

Bequest Language - for donor use

The following sample language can be used for estate gifts through:

  • Wills
  • Living Trusts
  • Retirement Plans Designations
  • Life Insurance Beneficiary Designations
  • Contingent provisions in any of the above estate documents

Each individual situation is unique: therefore, these are basic sample provisions. To assist you with your estate plans, the Community Foundation can provide customized sample language for the causes you may wish to support. To request customized language, please contact Maggi Spartz, President at 219-879-0327.

In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to Unity Foundation in your estate plan. We have provided some basic bequest language to assist you and your attorney.

Suggested Bequest Language
Percentage of Estate or Residuary Bequest

"I give to the Unity Foundation of La Porte County, Inc. (Federal Tax ID #35-165-8674) a nonprofit corporation located in Michigan City, IN, an amount equal to ______ percent of the total value of the assets in my estate (or the residue of my estate), whatever the amount shall be at the time of my death. This gift is for discretionary purposes to meet the highest priority needs of the community as those arise (Community Fund) or are to be added to the (name the existing endowment of the Foundation here ______________________ Unity Foundation Fund ID Code _____)."

Alternatively, you may establish an endowment for a specific purpose through your estate by stating, "This gift is to be added to the ________________________________ Fund with the Unity Foundation Fund ID Code of _____ and used in accordance with the written agreement entered into by me and the Community Foundation during my lifetime."

In this case, we work with you to establish the fund particulars in a separate document that may be amended at any time before the bequest is received. This avoids the necessity of amending estate documents if you change your mind about the purpose of the fund.

Specific Bequest

"I give to the Unity Foundation of La Porte County, Inc. a nonprofit corporation located in Michigan City, IN (Federal Tax ID #35-165-8674) all my right title and interest in the following described property: (list property here). This gift is for discretionary purposes to meet the highest priority needs of the community as those arise (Community Funds) OR is to be added to the (name the existing endowment of the Foundation Fund here: _____________________ Unity Foundation Fund ID Code _____ )."

Alternatively, you may establish an endowment for a specific purpose through your estate by stating, "This gift is to be added to the _____________________________ Fund with the Unity Foundation Fund ID Code of _____ and used in accordance with the written agreement entered into by me and the Unity Foundation during my lifetime."

In this case, we work with you to establish the fund particulars in a separate document that may be amended at any time before the bequest is received. This avoids the necessity of amending estate documents if you change your mind about the purpose of the fund.

scriptsknown