Share the sample bequest language for Kiddo!, the Mill Valley Schools Community Foundation, with your estate planning attorney:
"I, [name], of [city, state ZIP], give, devise and bequeath to the Mill Valley Schools Community Foundation, Kiddo! Endowment for the Arts [written amount or percentage of the estate or description of property] for this designated use and purpose."
If you have any questions and/or for the names of attorneys who will provide a pro bono codicil updating an existing will to include the Kiddo! Endowment for the Arts, please contact us.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.