Sample Bequest Language

Gifting a Specific Amount of Money
“I give to the Community Foundation of Snohomish County, a nonprofit corporation of the State of Washington, the sum of $_____________ to be used for its general use and purposes.”


Gifting a Specific Piece of Property or Shares of Stock
“I give to the Community Foundation of Snohomish County, a nonprofit corporation of the State of Washington, *insert a description of the property, e.g., “______ shares of stock in _____________ Company or “real property located at _______________ with a legal description of _______________________ to be used for its general use and purposes.”


Gifting the Remainder of an Estate
“I give to the Community Foundation of Snohomish County, a nonprofit corporation of the State of Washington, all or ____% of the rest, residue, and remainder of my estate to be used for its general use and purposes.” 


Possible Options for a Client’s Bequest

For clients who would like to create and define fund agreements with the Community Foundation that specify how their funds are used once they are gone. These agreements can be created and signed while your client is alive so that their exact wishes can be fulfilled. Agreements can be revised or changed at any time. For example, a client may decide to add another charity to their list of beneficiaries. This can be revised with a short visit to the Community Foundation’s office.

“My bequest shall be used to establish a __(insert how the fund will be named)___Fund at the Community Foundation of Snohomish County according to the signed fund agreement on file with Community Foundation of Snohomish County.”


When a client does not want to be known to the Community Foundation, the following language can be used in their will to establish once they are gone.

• “My bequest shall be used to establish a Donor Advised Fund with the following individual(s) as fund advisors: _____________________, ____________________, and ___________________.

• “My bequest shall be used to establish a fund devoted to the following cause or issue:- ______________________________________________________________.”

• “My bequest shall be used to establish a fund to support the following Section 501 (c) (3) public charity(ies) _______________________________________________________.”

• “My bequest shall be used to support the Community Grant Fund at the Community Foundation of Snohomish County.

• “My bequest shall be used to support the Operating Endowment Fund of the Community Foundation of Snohomish County.”

TAX ID/EIN # 94-3188703