Publications, Information Kits & Forms
SAMPLE BEQUEST LANGUAGE:
This language is representative of our standard agreement. To customize it for your client’s particular situation, please contact the Philanthropic Services staff at 860-548-1888 or firstname.lastname@example.org.
If your client wishes to make a lifetime gift through a trustee bank rather than directly to the Foundation, please contact the Philanthropic Services staff to discuss the required procedures and language.
I bequeath the sum of [amount] Dollars ($___,000) [or I devise and bequeath all the rest, residue and remainder of my estate] to HFPG, Inc., a charitable corporation affiliated with the Hartford Foundation for Public Giving, to be held in a separate fund and to be known as the [insert desired name of fund] Fund. The income of this bequest is to be used for [insert purpose of fund].
- The Chronicle of Philanthropy
- Connecticut Council for Philanthropy
- The Council on Foundations
- Estate and Business Planning Council of Greater Hartford
- National Center for Family Philanthropy
- Planned Giving Group of Connecticut