Gift in Will or Trust Wording | Community Foundation Tampa Bay

The following is intended to help your attorney draft a gift in your will or trust that meets your intentions regarding the charitable gifts you want to make through Community Foundation of Tampa Bay, Inc. If you or your attorney have questions regarding the name of the fund to which you are directing your estate gift, we ask that you contact our office. Our legal name should appear as:

Legal name: Community Foundation of Tampa Bay, Inc., Federal Tax ID number: 59-3001853

We suggest the following wording:

General Gift of a stated sum of money:

"I give to Community Foundation of Tampa Bay, Inc., 4300 W. Cypress Street, Suite 700, Tampa FL 33607, Federal Tax Identification Number 59-3001853 ___________________Dollars ($___________) for [insert here name of fund] U/A dated [insert date], as amended from time to time hereafter]."

Specific Gift of a certain asset from your estate:

"I give to Community Foundation of Tampa Bay, Inc., 4300 W. Cypress Street, Suite 700, Tampa FL 33607, Federal Tax Identification Number 59-3001853, [insert here a description of the particular assets] for [insert here name of fund] U/A dated [insert date], as amended from time to time hereafter]."

Residuary Gift, after other bequests and expenses have been paid:

"I give to Community Foundation of Tampa Bay, Inc., 4300 W. Cypress Street, Suite 700, Tampa FL 33607, Federal Tax Identification Number 59-3001853, [all] [a portion] of the rest of my estate for [insert here name of fund] U/A dated [insert date], as amended from time to time hereafter]."

Contingent Gift if you are not survived by certain individuals:

"If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to Community Foundation of Tampa Bay, Inc., 4300 W. Cypress Street, Suite 700, Tampa FL 33607, Federal Tax Identification Number 59-3001853, [insert here the exact dollar amount, description of property, or percentage of residual estate] for [insert here name of fund] U/A dated [insert date], as amended from time to time hereafter]."