TRUSTS
DIRECT GIFTS
Option Two: Putting NRC in Your Will
Making a Bequest to NRC Foundation - Sample Language

1. Bequest of cash

"I bequeath the sum of $X,000 to Northfield Retirement Community Foundation."

2. Bequest of a percent of the estate

"I devise and bequeath Y% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Northfield Retriement Community Foundation."

3. Possible Contingent Bequest

"If my sister (name here) survives me, I devise and bequeath Y% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Mary Smith. If Mary Smith does not survive me, then I devise and bequeath Y% of my residuary estate, whether real or personal property and wherever located to Northfield Retirment Community Foundation"
Options

Direct Gifts

Wills

Trusts
Gift Plans

Bequest

Charitable Gift Annuity
(Immediate)

Charitable Gift Annuity
(Deferred)

Charitable Lead Trust

Pooled Income Fund

Remainder Annuity Trust

Remainder Unitrust

Retained Life Estate