For generations the Community Foundation has offered a stable environment for your clients' funds, creating a “living legacy” for generations to come. As your trusted partner, we provide support, information, and our expertise in charitable giving, in addition to offering a handful of resources and tools that help you build stronger relationships with your clients and their families.
Helping you build stronger relationships with your clients and their families.
Bequest Language for Donors and Professional Advisors
Bequest Language | Community Foundation of Sarasota County
I gift, devise and bequest $_______________ (or a percentage of my estate or the rest, residue and remainder of my assets) to the Community Foundation of Sarasota County, Inc., a 501 (c)(3) tax exempt corporation organized and existing under the laws of the State of Florida and having an office in Sarasota, Florida, to establish and fund the [Name of Charitable Fund].
The Trustee shall distribute $______________ (or a percentage of the trust assets or the rest, residue and remainder of the trust assets) to the Community Foundation of Sarasota County, Inc., a 501 (c)(3) tax exempt corporation organized and existing under the laws of the State of Florida and having an office in Sarasota, Florida, to establish and fund the [Name of Charitable Fund].
If more information is needed, please contact:
Betsy Pennewill, JD
General Counsel
941-556-7152
For more information on how you can help fulfill your clients' philanthropic goals:
Rina Alvarez
Director of Donor & Advisor Engagement
941-556-7106