Planned Giving – Bequest
This is the most familiar type of planned gift. Leaving assets to Literacy Partners will reduce the size of your taxable estate. One can choose to leave a specified sum of money or particular piece of property or asset.
Other options might include leaving Literacy Partners a percentage of your estate or a percentage of the residue after making provisions for family and friends.
Sample Bequest Language
For Specific Amount:
“I hereby give and bequeath unto Literacy Partners, 30 East 33rd Street, New York, NY 10016, the sum of $___________ to be used for its charitable purposes.”
For a Percentage:
“After the payment of such debts and expenses as are set forth above, I hereby give, devise, and bequeath the residue as follows: ______ percent (%) to Literacy Partners, 30 East 33rd Street, New York, NY 10016.”
Informing Literacy Partners
Please let us know
We understand that your will is a private matter. However, if you intend to make a bequest to Literacy Partners, we ask if you could please let us know.
We would like to personally thank you for your support and ensure that your bequest is used for a specific purpose that reflects your wishes.
If you would like to inform us of your intentions, please click here to print out the form.
Contact Us
For additional information about leaving a Bequest to Literacy Partners or to set up an appointment to discuss this or other planned giving options, please contact David Nathanson, Director of Finance at 646-237-0123 or davidn@literacypartners.org.
Be sure to consult your financial advisor before making a planned gift.
