Generations Fund · Planned giving
Sample Bequest Language
Share the sample language below with your legal or financial advisor when including the Broomfield Community Foundation in your estate plan. Broomfield Community Foundation Tax ID Number: 84-1246756.
Language for your will or trust
Specific monetary amount
I give, devise and bequeath the sum of $_________________ to the Broomfield Community Foundation, a Colorado public benefit corporation, P.O. Box 2040, Broomfield, CO 80038, or its successor in interest, to be administered as part of, and for the purposes of, the ____________________ Fund of the Broomfield Community Foundation, in accordance with and subject to the governing instruments of the Broomfield Community Foundation.
or
I give, devise and bequeath the sum of $_________________ to the Broomfield Community Foundation, a Colorado public benefit corporation, P.O. Box 2040, Broomfield, CO 80038, or its successor in interest, for the creation of the ____________________ Fund of the Broomfield Community Foundation to be used for annual distributions for/to [see Purposes below]. Distributions and expenditures from the Fund may be made in accordance with the spending and other policies of the Broomfield Community Foundation in effect from time to time, and on such other terms and conditions as in the judgment of its Board of Directors shall be appropriate from time to time.
Percentage of the estate
I give, devise and bequeath ______% of my estate to the Broomfield Community Foundation, a Colorado public benefit corporation, P.O. Box 2040, Broomfield, CO 80038, or its successor in interest, to be administered as part of, and for the purposes of, the ____________________ Fund of the Broomfield Community Foundation, in accordance with and subject to the governing instruments of the Broomfield Community Foundation.
or
I give, devise and bequeath ______% of my estate to the Broomfield Community Foundation, a Colorado public benefit corporation, P.O. Box 2040, Broomfield, CO 80038, or its successor in interest, for the creation of the ____________________ Fund of the Broomfield Community Foundation to be used for annual distributions for/to [see Purposes below]. Distributions and expenditures may be made in accordance with the spending and other policies of the Broomfield Community Foundation in effect from time to time, and on such other terms and conditions as in the judgment of its Board of Directors shall be appropriate from time to time.
Remainder of the estate
I give, devise and bequeath the rest, residue and remainder of my estate to the Broomfield Community Foundation, a Colorado public benefit corporation, P.O. Box 2040, Broomfield, CO 80038, or its successor in interest, to be administered as part of, and for the purposes of, the ____________________ Fund of the Broomfield Community Foundation, in accordance with and subject to the governing instruments of the Broomfield Community Foundation.
or
I give, devise and bequeath the rest, residue and remainder of my estate to the Broomfield Community Foundation, a Colorado public benefit corporation, P.O. Box 2040, Broomfield, CO 80038, or its successor in interest, for the creation of the ___________________ Fund of the Broomfield Community Foundation to be used for annual distributions for/to [see Purposes below]. Distributions and expenditures may be made in accordance with the spending and other policies of the Broomfield Community Foundation, in effect from time to time, and on such other terms and conditions as in the judgment of its Board of Directors shall be appropriate from time to time.
Purposes
Broomfield Community Foundation’s unrestricted use
for the Broomfield Community Foundation’s unrestricted use
Fields of interest (currently existing)
- for health and human services needs
- for education improvement
- for senior services
- for youth development
- for special needs
- for humanitarian programming
- for trade school and higher education scholarships
- for arts and humanities advancement
- for civic programming
Designated organizations
to one or more I.R.C. Section 501(c)(3) public charity organization(s) and in the percentages as follows: name(s) of organizations, address(es), percentage(s) totaling 100%
Broomfield Community Foundation Tax ID Number: 84-1246756

