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Sample
Bequest Language
Unrestricted
Bequest
I
bequeath ______________________ (describe dollar amount, property
to be given, or proportion of your residuary estate) to Samara
Foundation of Vermont, Inc., a not-for-profit corporation located
at 90 Main Street, Burlington, Vermont 05401, for its general
charitable purposes.
Bequest
To Create A Permanent Unrestricted Fund
($100,000 minimum to establish this type of fund)
I
bequeath ______________________ (describe dollar amount, property
to be given, or proportion of your residuary estate) to Samara
Foundation of Vermont, Inc., a not-for-profit corporation located
at 90 Main Street, Burlington, Vermont 05401, to establish the
________________ Fund, to be held as a permanent fund and managed
together with the Foundation's other endowed funds. Grants from
the Fund shall be made in accordance with the Foundation's policies
for such funds, and shall be used for unrestricted purposes.
Restricted
Bequest
($250,000 minimum to establish this type of fund)
I
bequeath ______________________ (describe dollar amount, property
to be given, or proportion of your residuary estate) to Samara
Foundation of Vermont, Inc., a not-for-profit corporation located
at 90 Main Street, Burlington, Vermont 05401, to establish the
________________ Fund, a permanent fund from which grants are
to be made preferably for the following purposes:
______________________________________________.
(Please
note: When creating a restricted bequest, please consult first
with Samara Foundation of Vermont about specific wording for your
provision.)
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