Bequests and Trusts

While your attorney is responsible for the legal aspects of your planning, we are pleased to provide the following information as a courtesy to attorneys and their clients.

Proportional Bequest

"I give to the Imperial Valley Community Foundation, an amount equal to ___% (___percent) of the total value of the assets in my estate, whatever the amount shall be at the time of my death. This gift is to be added to the __________ Fund.” (IF A FUND HAS NOT BEEN ESTABLISHED, PLEASE CONTACT US OR REPLACE THE PRIOR SENTENCE WITH THE FOLLOWING) “This gift is to be used in such a manner as the Board of Directors of said Foundation shall, in its sole discretion, determine."

Residuary Bequest

"I give to the Imperial Valley Community Foundation, all the residue and remainder of my estate. This gift is to be added to the __________ Fund.” (IF A FUND HAS NOT BEEN ESTABLISHED, PLEASE CONTACT US OR REPLACE THE PRIOR SENTENCE WITH THE FOLLOWING) “This gift is to be used in such a manner as the Board of Directors of said Foundation shall, in its sole discretion, determine."

Specific Bequest

"I give to the Imperial Valley Community Foundation, (the sum of $_______) OR (all my right, title and interest in the following described property _____________________). This gift is to be added to the Fund.” (IF A FUND HAS NOT BEEN ESTABLISHED, PLEASE CONTACT US OR REPLACE THE PRIOR SENTENCE WITH THE FOLLOWING) “This gift is to be used in such a manner as the Board of Directors of said Foundation shall, in its sole discretion, determine."

Contingent Bequest

"In the event that ____________ (name of wife, son, brother...) shall not survive me, then I give (my home, my securities or any assets) to the Imperial Valley Community Foundation. This gift is to be added to the __________ Fund.” (IF A FUND HAS NOT BEEN ESTABLISHED, PLEASE CONTACT US OR REPLACE THE PRIOR SENTENCE WITH THE FOLLOWING) “This gift is to be used in such a manner as the Board of Directors of said Foundation shall, in its sole discretion, determine."

For more information:

Please contact the Imperial Valley Community Foundation at (760) 336-0055.