Gifts from Your Will or Trust

How It Works

• Include a gift to the Roper St. Francis Foundation in your will or trust. (Here is sample bequest language for your will.)
• Make your bequest unrestricted or direct it to a specific purpose.
• Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
• Tell us about your gift so we may celebrate your generosity now.

Important Related Topics

• Sample Gift Language for your Will or Trust
• Download a Sample Codicil FormOpens new window
• The 25 Estate Documents You Need to Put in One Place
• Complete Our Will Planning Wizard
• Our Endowment is Our Future
• You Need a Good Estate Plan: Learn Why

Benefits

• Your assets remain in your control during your lifetime.
• You can modify your gift to address changing circumstances.
• You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
• Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.

Please click here to let us know if you have already included the Roper St. Francis Foundation in your estate plan or if you are considering doing so. Thank you.

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• Will You Leave a Legacy?Opens new window
• Too Late, I Already Have a WillOpens new window
• Essential Questions About Your WillOpens new window
• Want to Pay Even More Taxes? Don't Write a WillOpens new window
• The Top Ten Reasons Why You Should Not Have a WillOpens new window

Next

• More detail about gifts from your will or trust.
• Frequently asked questions.
• Contact us so we can assist you through every step.