Bequest Language

Click on the links below to download sample bequest language for estate gifts. These estate gifts may be given through wills, living trusts, retirement plan designations, life insurance beneficiary designations, and contingent provisions in any of these estate documents.

Bequest Lanugage for Professional Advisor use

Bequest Language for Donor use

Bequest Language for Geographical Affiliate Fund use

Each individual situation is unique and, therefore, these examples include only some of the possible gift opportunities. We encourage you to share your client’s final will provision with the Community Foundation of the Great River Bend to ensure that their wishes be properly followed and recognized. 

To assist you with specific estate planning, the Community Foundation can provide sample language for the causes your client may wish to support. To request specialized language for a will or trust, please contact the Community Foundation of the Great River Bend at info@cfgrb.org or 563-326-2840.

"Teens for Tomorrow gave me an understanding of local issues and the opportunity to support organizations that work toward solutions."

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Did You Know?

The Community Foundation made its first grant from the Community Impact Endowment in 1967. That grant, of $2,000, was funded by an estate gift from Bea Conrad.
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