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Planned Giving

Adding a Codicil to an Existing Living Trust or Will
to Include a Charitable Bequest

Note - this is an example only. Please consult with your attorney.

This is a codicil to my living trust or will dated _____________________.

I give and bequeath the sum of $_____________ 

[or] the following described property 

________________________________________________ 

________________________________________________


[or] ______% of my estate

[or] the residue of my estate

to Big Brothers Big Sisters of Tampa Bay, Inc. In all other respects I confirm my said living trust or will.

Signed: _______________________________

Witnessed By: _________________________

Dated: ________________________________

Options for specifying the purpose of the gift:

  Where the need is greatest:

  Designated for (fund, program, equipment, building, etc.)

________________________________________________

 

For more information or a confidential discussion of your charitable options, please email or call the Vice President of Resource Development, De Anna Sheffield Ward, at (813) 769-3604.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for Big Brothers Big Sisters by Future Focus. Please report any problems to section webmaster.