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Following is sample wording that you or your client may use when bequeathing a gift to The Denver Foundation.
For The Denver Foundation's Community Endowment (unrestricted dollars):
I (Name) of (city, state, ZIP), give, devise and bequeath to The Denver Foundation the following: (amount of gift, or percentage of estate, or description of property) for its unrestricted use and purpose.
For bequests split between The Denver Foundation's Community Endowment and a Donor Advised Fund:
I (name) of (city, state, ZIP), give, devise and bequeath to The Denver Foundation the following: (amount of gift, or percentage of estate, or description of property). This gift is to be divided equally between the Foundation’s unrestricted, community endowment, and the Foundation’s (specific name of donor advised or field of interest) Fund.
For bequests used to establish a Field of Interest Fund at The Denver Foundation:
I (name) of (city, state, ZIP), give, devise and bequeath to The Denver Foundation the following: (amount of gift, or percentage of estate, or description of property). I direct the Foundation to use this gift to establish a Field of Interest Fund to be known as the (Name) Fund and to be used for the following purpose: (identify the cause, topic, or area to be supported, such as early childhood education, the arts, healthcare, animal health, etc.).
For bequests given for a specific program:
I (name) of (city, state, ZIP), give, devise and bequeath to The Denver Foundation the following: (amount of gift, or percentage of estate, or description of property). This gift is to be used exclusively for the Foundation’s (name of program, such as “Strengthening Neighborhoods”) program.
For additional information about bequest opportunities at The Denver Foundation, please contact the Philanthropic Services Group at 303.300.1790.
This information is not intended as legal advice. Always contact your legal and financial advisors in matters involving estate planning.
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