Codicils
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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 _______ % of my estate
(or) the residue of my estate
(or) the sum of $ _____________
(or) the following described property
_____________________________________________
_____________________________________________
to California State University, Bakersfield, Foundation. 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.)
________________________________________________
Please note, individual financial circumstances
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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
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