March 1, 2015 | Read Time: 1 minute
Bequests are one of the simplest types of planned gifts, often only requiring donors to change the beneficiary designation in their wills.
Here, the Partnership for Philanthropic Planning provides sample language for several types of bequests, which organizations can adapt.
This language should be made available in a charity’s marketing materials, posted online, or provided to donors directly for inclusion in their will. In addition, support staff should be prepared to share the language in response to questions from donors and advisers, says Barbara Yeager, the partnership’s director of operations.
The document also provides recommended steps for donors interested in making a bequest who do not yet have a will.
Find out more about the Partnership for Philanthropic Planning and its resources at pppnet.org.
