Bequest Language

After providing for loved ones, donors may want to consider leaving a portion of their estate to the Central Susquehanna Community Foundation, either to benefit its unrestricted fund or to benefit a particular charitable organization (or more than one), or a field of interest. A charitable bequest is one of the easiest ways to make a lasting gift to the community. A bequest to the Foundation can easily be made through a simple designation in a will or trust.

Those who wish to benefit the Berwick Health and Wellness Fund should refer to the bequest language at the end of this list, "Bequest to an Existing Fund."

A charitable bequest can dramatically reduce estate and inheritance taxes. Because a bequest to the Foundation allows for an unlimited charitable deduction, and because combined federal and state taxes can exceed 67 percent of the estate, bequests typically generate tax savings that can be passed on to a donors' heirs.

Through the Central Susquehanna Community Foundation, a bequest becomes a permanent legacy that will serve the community for generations to come. The Foundation's administrators ensure that donors' wishes will continue to be carried out as long as it is possible to do so.

UNRESTRICTED BEQUEST
 

I bequeath __________________________________ (describe dollar amount, property to be given, or proportion of your residuary estate) to The Central Susquehanna Community Foundation., a not-for-profit charitable foundation located in Berwick, Pennsylvania, 18603 for its general charitable purposes.

BEQUEST TO CREATE A PERMANENT UNRESTRICTED FUND
 

I bequeath __________________________________ (describe dollar amount, property to be given, or proportion of your residuary estate) to The Central Susquehanna Community Foundation, a not-for-profit charitable foundation located in Berwick, Pennsylvania, 18603, to establish the _______________________ Fund, to be held as a permanent fund and managed together with the Foundation's other endowed funds. Grants from the Fund shall be made in accordance with the Foundation's policies for such funds, and shall be used for unrestricted purposes.

RESTRICTED BEQUEST
 

I bequeath __________________________________ (describe dollar amount, property to be given, or proportion of your residuary estate) to The Central Susquehanna Community Foundation., a not-for-profit charitable foundation located in Berwick, Pennsylvania, 18603, to establish the _______________________ Fund, a permanent fund from which grants are to be made preferably for the following purpose: _______________________________________________________________
(Please note: When creating a restricted bequest, please consult first with The Central Susquehanna Community Foundation about specific wording for your provision.)

BEQUEST TO AN EXISTING FUND
 

I bequeath __________________________________ (describe dollar amount, property to be given, or proportion of your residuary estate) to The Central Susquehanna Community Foundation, a not-for-profit charitable foundation located in Berwick, Pennsylvania, 18603, to be added to the _______________________ Fund, a component fund of The Central Susquehanna Community Foundation, and I direct that this bequest become part of this Fund.

The information on this site is not intended as legal, tax, or investment advice.
For such advice, please consult an attorney, tax professional, or investment
professional

Central Susquehanna Community Foundation • 309 Vine Street, Berwick, PA 18603 Phone: (570)752-3930 • Fax: 570.752.7435 • Eric DeWald, edewald@csgiving.org