ELEVATING HUMAN ABILITIES SINCE 1967

Your Charitable Bequest

Your charitable bequest is the most important type of gift for building BI’s future. When received, your bequest will be recorded as a gift to our endowment where it will strengthen the organization for future generations.

There are three types of bequests for you to consider. Residual bequests are often made after making specific bequests to relatives, friends and charities. Whatever remains after specific bequests (the residuary) can be given in percentage to charity and others.

When you place a specific or residual / percentage bequest in your will or living trust and notify BI, we will invite you to become a member of the June Waite Legacy Circle. If you are considering a restriction we encourage dialogue now to ensure that your wishes are met.

Specific:
“I give, devise and bequeath to Becoming Independent, a nonprofit corporation of the State of California, tax ID #94-2641147, located at 1425 Corporate Center Parkway, Santa Rosa, California 95407,
Choose one:
1) The sum of $___________.”
2) __________ shares of stock in ________________Company.”, or
3) my real property commonly known as _________________.”

Residual / Percentage:
“I give, devise and bequeath to Becoming Independent, a nonprofit corporation of the State of California, tax ID #94-2641147, located at 1425 Corporate Center Parkway, Santa Rosa, California 95407, all the residue of my estate.” Or … “__% of my estate.”

Contingent:
“In the event of the death of any of the beneficiaries, I give, devise and bequeath to Becoming Independent, a nonprofit corporation of the State of California, tax ID #94-2641147, located at ID #94-2641147, located at 1425 Corporate Center Parkway, Santa Rosa, California 95407, (specific or residual language as above).”

 

For more information:

Lisa Folsom-Ernst, Fund Development Director / (707)524-6751 / lfernst@becomingindependent.org