Adding The Fund for West Marin as a beneficiary in your will (called a “bequest”) is easy to arrange. The bequest remains in your control: you can structure the bequest to leave a specific item/amount, leave a percentage of your estate to The Fund for West Marin, or even make the gift contingent on certain events. The process does not need to be complicated — at the very simplest, a signed piece of paper naming The Fund for West Marin as beneficiary of a percentage of your estate.
Legacy Gift
Bequest in Will or Living Trust
Some language that you may include depending on how you want to structure the bequest:
I give and bequeath to The Fund for West Marin, a California nonprofit organization located in Point Reyes Station, California, (choose from the following)
- A Fixed Amount of Money or Designated Property: (describe it)
- A Percentage of the Estate: (name the percentage)
- A Residual Bequest: (anything that is not named previously)
- A Contingent Bequest: (if your primary beneficiary predeceases you)
Please see your financial advisor to find what is best for you.
Important: Be sure to inform our Development team at donations@fundforwestmarin.org when you include The Fund in your estate plans so that we can thank you and make sure your wishes are carried out.
