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Bequest and Estate Language

Sample Language for Wills and Trusts

The sample language below is provided to assist donors and their attorneys in making gifts to The Community Foundation San Luis Obispo County by will or trust agreement.

 

Specific Bequest

“I give to The Community Foundation San Luis Obispo County, a non-profit corporation, $_________________ to be used for The Community Foundation’s charitable purposes [or ‘to be used for …..’] [or ‘to be added to the ____________________Fund’] [or ‘to establish the _______________Fund for the following purposes…’].”

 

Percentage Bequest

“I give to The Community Foundation San Luis Obispo County, a non-profit corporation, _________% of my residuary estate, both real and personal, to be used for The Community Foundation’s charitable purposes [or ‘to be used for …..’] [or ‘to be added to the ___________________Fund’] [or ‘to establish the _______________Fund for the following purposes…’].”

 

Residuary Bequest

“I give to The Community Foundation San Luis Obispo County, a non-profit corporation, the remainder of my estate, both real and personal, to be used for The Community Foundation’s charitable purposes [or ‘to be used for …..’] [or ‘to be added to the ____________________ Fund’] [or ‘to establish the _______________Fund for the following purposes…’].”

 

For more information about charitable bequests to The Community Foundation San Luis Obispo County, please contact John Neylan, Donor Services and Grants Associate, at (805) 543-2323 or at john@cfsloco.org.

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