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Tools and resources for Professional Advisors


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 giving@hfpg.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].  

 

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