Estate Plans Clause Samples
The Estate Plans clause outlines the requirements and procedures related to a party’s estate planning documents, such as wills, trusts, or powers of attorney. It typically specifies whether parties must disclose the existence or contents of their estate plans, update them to reflect certain obligations, or provide copies to relevant individuals or entities. This clause ensures that estate planning aligns with contractual commitments, preventing conflicts or unintended consequences regarding asset distribution or beneficiary designations.
Estate Plans. Do you plan to name this fund as a beneficiary in your estate plan? If so, please indicate the type of planned gift: Bequest IRA/retirement plan assets
Estate Plans. Each Member will include in his Estate Plan, Will, and/or Revocable Trust a direction and authorization to the Member’s personal representative or trustee to comply with the provisions of this Agreement. The failure of any Member to do so does not affect the validity or enforceability of this Agreement.
Estate Plans. If you intend to name this fund as a beneficiary in your estate, or have already included CFAAC in your will or estate plan, please indicate the type of planned gift below and attach a copy of the page from your testamentary document that pertains to CFAAC. We encourage you to complete a Letter of Understanding to outline how you would like the fund administered. Bequest IRA/Retirement Plan Assets Charitable Remainder Trust Life Insurance Charitable Gift Annuity Charitable Lead Trust Other:
Estate Plans. If you plan to name this fund as a beneficiary in your estate plan, please indicate the type of planned gift: □ Bequest □ IRA/Retirement plan assets □ Charitable remainder trust □ Life insurance □ Charitable gift annuity □ Charitable lead trust □ Other:
Estate Plans. If you would like to, or have already included CFAAC in your will or estate plan, please let us know so that we can thank you. Bequest ▇▇▇/Retirement Plan Assets Charitable Remainder Trust Life Insurance Charitable Gift Annuity Charitable Lead trust Other:
Estate Plans. Partnering with the Community Foundation of ▇▇▇▇ ▇▇▇▇▇▇▇ County will ensure your Legacy is preserved for future generations and the causes you care about. Please consider a gift through your will or estate plan. If you have already, please let us know so that we can thank you! □ Bequest □ IRA/Retirement plan assets □ Charitable remainder trust □ Life insurance □ Charitable gift annuity □ Charitable lead trust □ Other:
Estate Plans. Do you plan to name this fund as a beneficiary in your estate plan? If so, please indicate the type of planned gift: Planned Gift: Bequest IRA/retirement plan assets Charitable remainder trust Charitable gift annuity Life insurance Charitable lead trust Other All gift contributions made to the Boston Foundation become assets of the Boston Foundation and are irrevocable as tax deductible gifts. The Boston Foundation reserves the right to review and approve all contributions.