PLANNED GIFTS Clause Samples
PLANNED GIFTS. The Miami Foundation’s Legacy Society is comprised of forward-thinking individuals who have left a gift to The Miami Foundation in their estate. I have remembered The Miami Foundation in my estate plans and would like to be listed in the Foundation’s Legacy Society as . Each grant made from a Fund is mailed with a custom grant award letter. Please specify below how you would like the name(s) of the Donor to appear in the custom grant award letter (i.e., Mr. and Mrs. ▇▇▇▇ ▇▇▇▇▇, ▇▇▇▇ and ▇▇▇▇ ▇▇▇▇▇, The ▇▇▇▇▇ Family, Etc.) If you would prefer to be anonymous please indicate that below. Please note that you may issue grants anonymously on a case by case basis through the grant recommendation process. With approval, The Miami Foundation occasionally recognizes Donors and their charitable giving in our e-newsletter, website and other marketing materials. The Miami Foundation also lists names of Funds in its annual report. Note that details such as specific Fund amount, investment strategy and grantmaking procedures are never disclosed unless the Donor desires we do so. Please indicate your approval of The Miami Foundation publicly acknowledging your Fund by checking the boxes below. By leaving them blank, we will never publicly acknowledge you nor your Fund. The Foundation will periodically mail copies of letters sent on behalf of your Fund or other general correspondence to you. Please check the appropriate box below to indicate your mailing preference.
PLANNED GIFTS. Planned gifts are one way to ensure that your philanthropic interests are continued long into the future. Often, fundholders know right from the start that they want to designate the Community Foundation as the beneficiary of their philanthropic funds. In so doing, they signal the trust that they place in the Community Foundation’s ability to implement their charitable interests in perpetuity and to identify the very best ways to ▇▇▇▇▇▇▇ their philanthropic legacies. ☐ I expect to make CFNJ part of my legacy: ☐ Bequest ☐ IRA/retirement plan assets ☐ Charitable remainder trust ☐ Life insurance ☐ Charitable gift annuity ☐ Charitable lead trust ☐ Other: ☐ I would like more information on how to include CFNJ in my estate plans.
PLANNED GIFTS. The Foundation’s Legacy Society is comprised of forward- thinking individuals who have left a gift to the Foundation in their estate. I have remembered the Foundation in my estate plans and would like to be listed in the Foundation’s Legacy Society as . I have remembered the Foundation in my estate plans, but would prefer to not be listed in the Foundation’s Legacy Society. I would like more information on how to include the Foundation in my estate plans.
PLANNED GIFTS. A donor may name CCF-LA as the beneficiary of a bequest or other planned- giving instrument for contributing to Donor-Advised Funds, Restricted Funds, and Scholarship Funds as described below.