Sample planned giving language to share with your attorney.
Legal Name: Black Rock Forest
Legal Address: 65 Reservoir Road, Cornwall, NY 12518
Federal Tax ID#: 13-3536463
Unrestricted Gifts:
For an unrestricted gift which enables Black Rock Forest to allocate the funds where they are needed most, please use the following language for your will and/or trust:
“I give and bequeath [the sum of $______], [all or ___ percentage of the residual of my estate], or [other specified property] to Black Rock Forest, 65 Reservoir Road, Cornwall, NY 12518, a 501c3 organization, for its unrestricted charitable use and purposes.”
Restricted Gifts:
To designate your provision for a particular purpose please contact the Black Rock Forest Direct of Development for guidelines.
Notes:
- If you have named Black Rock Forest in your will or trust or as a beneficiary of an insurance/retirement plan, please let us know so we can ensure that your gift is allocated according to your wishes.
- Notifying us of your intentions will enable us to plan for the use of your future gift.
- If you prefer to remain anonymous, we will keep your name and gift in strict confidence.
Before making a planned gift to Black Rock Forest, we recommend that you consult with your financial, tax, legal, and other professional advisors.