|
|
|
| Creating A Lasting Legacy |
 As part of the effort to build a lasting legacy for SCORE, South Carolina District Director, Norman Paige, recently chose to become a member in the Titley Society by naming The SCORE Foundation in his estate plans.
Following are some thoughts Norm wished to share with others who believe in the work of SCORE:
On the work of SCORE - "I feel so positive about what SCORE does for people in the community. We help people get a head start on their dreams and work with them to become successful business owners."
On philanthropically supporting SCORE - "SCORE is a great organization. I see a wonderful opportunity to expand the work of SCORE by sharing some of my own personal resources beyond my time as a volunteer. If we all work together and set an example for others, then many others can and will become involved."
On Joining the Titley Society - "I found out that I could leave a legacy through the Titley Society at a level I felt comfortable with and in a way that was very easy. I know that SCORE's future will be preserved in a small way by leaving SCORE in my will."
The following language may help you and your attorney when drawing up a bequest that meets your needs.
- General Bequest. If you intend to make an outright bequest of cash, securities, or other property by designating a specific dollar amount, a particular asset, or a fixed percentage of your estate to The SCORE Foundation to be used for general purposes:
"I give, devise, and bequeath to The SCORE Foundation, a District of Columbia charitable corporation, the sum of $________(or a description of the specific asset), for the benefit of The SCORE Foundation for its general purposes."
- Specific Bequest. If you intend to make an outright bequest for a specific purpose, such as to support technology or counseling resources:
"I give, devise, and bequeath to The SCORE Foundation, a District of Columbia charitable corporation, the sum of $_______ (or a description of the specific asset), for the benefit of The SCORE Foundation to be used for the following purpose: (state the purpose). If at any time in the judgment of the Board of Directors of The SCORE Foundation it is impossible or impracticable to carry out exactly the designated purpose, they shall determine an alternative purpose as near as possible to the designated purpose."
- Residuary Bequest. If you intend to leave the residue portion of your assets after other terms of the will have been satisfied:
"All the rest, residue, and remainder of my estate, both real and personal, I give to The SCORE Foundation, a District of Columbia charitable corporation, for its general purposes."
- Contingency Bequest. If you wish to make a contingency gift, so that The SCORE Foundation will receive a portion of your estate if your named beneficiary does not survive you:
"I devise and bequeath the residue of the property, real and personal and wherever situated, owned by me at my death, to (name of beneficiary), if (she/he) survives me. If (name of beneficiary) does not survive me, I devise and bequeath my residuary estate to The SCORE Foundation, a District of Columbia charitable corporation, for its general purposes."
As with all planned gifts to The SCORE Foundation, donors who make a gift by bequest become members of the John and Edith Titley Society in recognition of their philanthropic generosity. For more information, contact Mark J. Dobosz, director of development, at 941-371-3107 or e-mail at mark.dobosz@scorefoundation.org.
Codicil to Will
--------------------------------------------------------------------------------
I give, devise, and bequeath $ ___________ to The SCORE Foundation, 409 3rd Street SW, Washington, DC 20024 for its charitable uses and purposes.?
In all other respects I ratify and confirm all of the provision of my said last Will and Testament dated on the _________ day of ______________, 199_
IN WITNESS WHEREOF, I sign, publish and declare this instrument to be a Codicil to my last Will and Testament in the presence of the persons witnessing said Codicil at my request this _____ day of ___________, 200__.
_________________________ residing at __________________________
(name)
Witnesses
_________________________ residing at ___________________________
(name)
_________________________ residing at ___________________________
(name)
The codicil, to be valid, must be signed in the presence of witnesses, and the original placed with your other valuable papers. A copy can go to your lawyer and a copy to The SCORE Foundation.
You may print a Bequest tri-fold brochure. Voice of a Legacy or Will Your Will be Known.
|
© Copyright 1999-2010 Crescendo Interactive, Inc.
|
|
