Planned Giving

Codicil

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 Homewood Foundation, 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 on planned giving opportunities, contact the Homewood Foundation at 1-800-559-CARE or direct email questions to foundation@hmwd.org.