We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional friends. The GiftLaw services are made available to all advisors as a free service. We can also assist you in providing clients with clear and understandable personalized gift illustrations.
Bequest of cash
“I give, bequeath, and devise the sum of $250,000* to My Fund at Truman Heartland Community Foundation, a 501(c)(3) organization incorporated in the State of Missouri, currently located at 4200 Little Blue Parkway, Suite 340, Independence, Missouri 64057 (EIN/Tax ID 43-1482136).”
Bequest of a percent of the estate
“I give, bequeath, and devise 50%* of the remainder and residue of property owned at my death, whether real or personal and wherever located to My Fund at Truman Heartland Community Foundation, a 501(c)(3) organization incorporated in the State of Missouri, currently located at 4200 Little Blue Parkway, Suite 340, Independence, Missouri 64057 (EIN/Tax ID 43-1482136).”
Contingent Bequest
“If my brother John Doe survives me, I give, bequeath, and devise 100%* of the remainder and residue of property owned at my death, whether real or personal and wherever located to John Doe. If John Doe does not survive me, then I give, bequeath, and devise 100%* of my residuary estate, whether real or personal property and wherever located to My Fund at Truman Heartland Community Foundation, a 501(c)(3) organization incorporated in the State of Missouri, currently located at 4200 Little Blue Parkway, Suite 340, Independence, Missouri 64057 (EIN/Tax ID 43-1482136).”
*Please feel free to change the numbers or percentages as you desire.
Contact us today! We will be happy to write up personalized fund documents and look into any other requests that make your job easier.
Cole Eason is here to help; email or call 816-912-4182.
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