estate planning language

You can make a gift to The Community Foundation in your will or trust and support the vitality of the Rappahannock River region for years to come. 

The following bequest language examples represent four ways to tailor a planned gift to The Community Foundation in your will or trust. You may restrict the bequest using additional language, such as to support one or more specific organizations or to impact a particular issue or field of interest that you feel passionate about.

Percentage
“I devise to The Community Foundation of the Rappahannock River Region, a nonprofit corporation organized and existing under the laws of the Commonwealth of Virginia, with the principal business address 725 Jackson Street, Suite 114, Fredericksburg, VA 22401, ______ % of my estate.”

Our federal tax identification number is: 54-18443987
Date of incorporation: March 4, 1997

Specific
“I devise to The Community Foundation of the Rappahannock River Region, a nonprofit corporation of the Commonwealth of Virginia, located at 725 Jackson Street, Suite 114, Fredericksburg, VA 22401,”

Choose one:

  • “The sum of $_______.”
  • “______ shares of stock in _____ company.”
  • “My real property commonly known as ____.”

Our federal tax identification number is: 54-18443987
Date of incorporation: March 4, 1997

Residual
“I devise to The Community Foundation of the Rappahannock River Region, a nonprofit corporation of the Commonwealth of Virginia, located at 725 Jackson Street, Suite 114, Fredericksburg, VA 22401, all the residue of my estate, including real personal property.”

Our federal tax identification number is: 54-18443987
Date of incorporation: March 4, 1997

Contingent
“In the event of the death of any of the beneficiaries, I devise to The Community Foundation of the Rappahannock River Region, a nonprofit corporation of the Commonwealth of Virginia, located at 725 Jackson Street, Suite 114, Fredericksburg, VA 22401, …”

Add percentage, specific or contingent language, as above.

Our federal tax identification number is: 54-18443987
Date of incorporation: March 4, 1997

 

The Community Foundation Board of Governors and staff thank everyone who has graciously planned a gift or has already given to our community through a Legacy Fund with The Community Foundation.

Please let us know at (540) 373-9292 if you have already made a gift to The Community Foundation through your will or estate plans so that we may include you in our Legacy Society and express our gratitude for your generosity and commitment to our region.

We are happy to work with your professional advisor to ensure that your planned gift creates the lasting impact that you envision. Feel free to have your advisor contact Executive Director Teri McNally at (540) 373-9292 or terimcnally@cfrrr.org or visit the Professional Advisors page on our website.

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