Estate Giving

Sample Will or Trust Gift Language

Giving to Brookstone or Brookstone’s Endowment Fund through your will or trust is an effective and efficient way to provide an outstanding education in a Christ-centered environment for children of under-resourced families.

Brookstone can accept bequests—gifts given through your will or trust—in several forms, including:

 

1. A Gift of a Specific Amount or Specific Item

Specific Amount

I give ____________ dollars ($__________) to Brookstone Schools, a North
Carolina nonprofit corporation currently located at 301 South Davidson Street,
Charlotte, NC 28208, Federal Tax ID: 56-2221108, for its unrestricted use.

Specific Item or Personal Property

I give [description of item or property] to Brookstone Schools, a North Carolina
nonprofit corporation currently located at 301 South Davidson Street, Charlotte,
NC 28208, Federal Tax ID: 56-2221108, for its unrestricted use.

 

2. A Percentage Gift (of your estate)

 

I give _______% of my net estate to Brookstone Schools, a North Carolina
nonprofit corporation currently located at 301 South Davidson Street, Charlotte,
NC 28208, Federal Tax ID: 56-2221108, for its unrestricted use.

 

3. A Gift of Specific Real Estate 

 

I give all of my right title and interest in the real property located at [street
address] more fully described as: [legal description] to Brookstone Schools, a
North Carolina nonprofit corporation currently located at 301 South Davidson
Street, Charlotte, NC 28208, Federal Tax ID: 56-2221108, for its unrestricted use.

 

4. A Gift of What’s Left – A Residual Gift

I give [all OR__ %] of the rest, residue and remainder of my estate to
Brookstone Schools, a North Carolina nonprofit corporation currently located at
301 South Davidson Street, Charlotte, NC 28208, Federal Tax ID: 56-2221108, for
its unrestricted use.

 

5. Loved Ones First – A Contingent Gift

 

If [named primary beneficiaries] do not survive me, then I give ____________
dollars ($__________) OR _______% of my net estate OR [description of item or
property] to Brookstone Schools, a North Carolina nonprofit corporation
currently located at 301 South Davidson Street, Charlotte, NC 28208, Federal Tax
ID: 56-2221108, for its unrestricted use.

 

Don’t forget to plan your beneficiaries.

Having a will or trust in place is a great first step, but you still have non-probate assets that a standard will not cover. Non-probate assets may include your IRAs, 401(k), other retirement plans, life insurance policies, and certain bank and brokerage accounts depending on how they were set up.

You can name Brookstone as a beneficiary of a specific amount, a percentage, or as a contingent beneficiary of your specific non-probate asset. When making a beneficiary designation, please include the following information to ensure your gift is realized:’

Brookstone Schools
PO Box 30696
Charlotte, NC 28230
Tax ID/EIN: 56-2221108

 

Questions?

If you have any questions or want to explore your personal options, please contact Suzanne
Wilson, Director of Major Gifts & Planned Giving, at 704-392-6330, ext. 122 or via email at
suzanne.wilson@brookstoneschools.org.

 

This Sample Will or Trust Gift language information is for illustration purposes only and is not intended to provide or be relied on for legal advice. Please consult your own, independent attorney for assistance.

 

 

 

Intent to Give Through Will/Trust Form

Type of Gift and Terms

My/our gift is

Your gift encourages others to make a similar gift. However, if you prefer to remain anonymous, we will respect your wishes.

5 + 9 =

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