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Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of the nonprofit for which they volunteered. They wanted to create a legacy to provide future support to continue its mission.Dave: The work of the nonprofit we volunteer for was important to us and we provided support with current gifts, but wanted to do more. We received their newsletter and noted that we could make a gift from our estate and join their planned giving society. We saw a picture of smiling people just like us and we wanted to be part of that group. Nancy: When we met with our lawyer to revise our wills and we each included a provision for a bequest. Our lawyer put language in the will that allows a percentage of our estate to go to the nonprofit group. This was easy to arrange and permits us to still use our assets during our lives if we need them.  We told their gift planner about our decision and were excited when we were invited to a special event honoring us. We will continue to make gifts during our lives, but it feels good to know that our support will help in the future.
Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since the charitable purpose of your bequest may be different from this person, you may want to contact us to discuss a bequest. Example bequest language - Please feel free to change the numbers or percentages as you desire. 1. Bequest of cash "I bequeath the sum of $10,000 to Oral & Maxillofacial Surgery Foundation of Rosemont, IL." 2. Bequest of a percent of the estate "I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Oral & Maxillofacial Surgery Foundation, Rosemont, IL." 3. Contingent Bequest "If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Oral & Maxillofacial Surgery Foundation, Rosemont, IL." You may print a Bequest tri-fold brochure. What Legacy Will You Leave. |
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