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Joe: Several years ago, Anna and I decided to give back to our community. We believe that charitable giving is truly helping others, and that doing so makes a difference. For that reason, Anna and I have made many gifts over the years to help others. Anna: We wanted to do more than to just make gifts. Joe and I have been careful over the years and have accumulated some resources. We plan to be generous with family, but we also have the ability to be generous with charity. After talking it over, we decided to leave a bequest in our will. Our attorney took simple language and included a nice bequest. We are delighted that we will be helping others after we are gone. You also may want to make it easy and convenient to have a bequest included in your will. The language below shows how a bequest can very easily be included in your will. You might find it helpful to select the "print" button on the top of your screen and print this page. You may feel free to give this page to your attorney. If he or she has any questions, please have them contact Randall J. Sweeney at phone number 716-661-3390 or e-mail me at rsweeney@crcfonline.org. Example bequest language - Please feel free to change the numbers or percentages as you desire. 1. Bequest of cash "I bequeath the sum of $10,000 to Chautauqua Region Community Foundation of Jamestown, NY." 2. Bequest of a percent of the estate "I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Chautauqua Region Community Foundation, Jamestown, NY." 3. Contingent Bequest "If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Chautauqua Region Community Foundation, Jamestown, NY." You also may want to make it easy and convenient to have a bequest included in your will. The language below shows how a bequest can very easily be included in your will. You might find it helpful to select the "print" button on the top of your screen and print this page. You may feel free to give this page to your attorney. If he or she has any questions, please have them contact Randall J. Sweeney at phone number 716-661-3390 or e-mail me at rsweeney@crcfonline.org. Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since the charitable purpose of your bequest may be different from this person, you may want to contact us to discuss a bequest. Example bequest language - Please feel free to change the numbers or percentages as you desire. 1. Bequest of cash "I bequeath the sum of $10,000 to Chautauqua Region Community Foundation of Jamestown, NY." 2. Bequest of a percent of the estate "I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Chautauqua Region Community Foundation, Jamestown, NY." 3. Contingent Bequest "If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Chautauqua Region Community Foundation, Jamestown, NY." You may print a Bequest tri-fold brochure. Voice of a Legacy or Will Your Will be Known.  |
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