Bequest Language Sample Contracts
Sample Bequest WordingBequest Language • July 18th, 2008
To coordinate all aspects of a donor’s charitable plan, the Jewish Community Foundation of San Diego uses an endowment fund agreement. This simple document specifies the funding vehicles and stipulates how the endowment fund will distribute dollars to the charitable beneficiaries. Therefore, a donor’s will or trust can simply name the Jewish Community Foundation as beneficiary of the bequest; the endowment fund then directs the flow of funds in perpetuity. Below please find examples of sample bequest wording that may be used for wills and trusts.