Sample Gift Language For Your Will Or Revocable Living Trust Form printable pdf download

Sample Gift Language

for your

Will or Revocable Living Trust

A gift to Farm to Table in your Will or Revocable Trust enables you to support our mission and

make a difference in the lives of future generations. A Bequest:

•

is easy to arrange.

•

will not alter your current lifestyle in any way.

•

can be easily modified to address your changing needs.

Residual B e q u e s t Gift Language

A residual Bequest comes to us after your Estate expenses and specific Bequests are paid:

Example Language: I give and devise to Farm to Table (Please Contact us for Tax ID #), located in

Santa Fe, New Mexico, all (or you can identify and state a percentage) of the rest, residue, and

remainder of my estate, both real and personal, to be used for its general support (or for the support

of a specific program).

Specific Gift Language

Naming Farm to Table as a beneficiary of a specific amount from your Estate is easy:

Example Language: I give and devise to Farm to Table (Please Contact us for Tax ID #), located in

Santa Fe, New Mexico, the sum of $_____________ to be used for its general support (or for the support

of a specific program).

Contingent Gift Language

Farm to Table can be named as a contingent beneficiary in your Will or Personal Trust if one or more of

your specific Bequests cannot be fulfilled.

Example Language: If, ( insert name ) is not living at the time of my demise, I give and devise to Farm to

Table (Please Contact us for Tax ID #), located in Santa Fe, New Mexico, the sum of $_____________ to

be used for its general support (or for the support of a specific program).

Retirement Plan Beneficiary Language

You may name Farm to Table as a beneficiary of your IRA or other qualified retirement benefits.

Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming Farm to Table as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b),

IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant

tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By

naming Farm to Table as a beneficiary of a retirement plan, the donor maintains complete control over

the asset while living, but at the donor's death the plan passes to support Farm to Table free of both

estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney

fees. Simply request a change-of-beneficiary form from your plan administrator. When you have

finished, please return the form to your plan administrator and notify us at Farm to Table.

Thank you for considering these many ways of supporting the work of Farm to Table.

Sample Gift Language For Your Will Or Revocable Living Trust Form