Community Foundation for Greater Buffalo

Sample Language for Bequest

Bequest - Basic

I give and bequeath the following __________________ (describe assets which are the subject of bequest; for example, a stated sum or the residue of the estate or a percentage of the residue of the estate) to the Community Foundation for Greater Buffalo, 726 Exchange Street, Suite 525, Buffalo, NY 14210 to establish the __________________________________ Fund (“the Fund”) under the terms and conditions of the Letter of Understanding dated _____________ a copy of which is attached hereto.

Bequest - Specific

If the bequest is to be applied:

To a specific field of charitable interest
This Fund shall be applied to the support of (area of charitable concern such as civic needs, education, health, the environment or others).

To be added to an existing fund at the Community Foundation
This gift shall be added to the (existing fund) at the Community Foundation for Greater Buffalo, Inc.

To benefit a specific organization or organizations
This Fund shall be applied to benefit the (named charitable organization(s).

To establish a scholarship fund
Distributions from this Fund shall be used for payment of scholarships to students in accordance with the Policy Guidelines attached hereto and part hereof.

Bequest - Referring to Letter of Understanding

I give and bequeath the following __________________ (describe assets which are the subject of bequest; for example, a stated sum or the residue of the estate or a percentage of the residue of the estate) to the Community Foundation for Greater Buffalo, Inc. for the purpose of establishing the ____________________ (name of the fund that is to be established) according to the terms and conditions of a Letter of Understanding to the Community Foundation for Greater Buffalo, Inc.

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