The following is intended to help you and your attorney in drafting a gift in your will or trust that satisfies your interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding charitable giving you want to do through Community Foundation of Tampa Bay, Inc., be sure our organization’s correct legal name appears in all final documents as:

“Community Foundation of Tampa Bay, Inc., 4300 W. Cypress Street, Suite 700, Tampa FL  33607, a Florida nonprofit corporation, or its successor, Federal Tax Identification Number: 59-3001853.”

General Gift of a stated sum of money may be worded:

“I give to Community Foundation of Tampa Bay, Inc., 4300 W. Cypress Street, Suite 700, Tampa FL  33607, a Florida nonprofit corporation, or its successor, Federal Tax Identification Number 59-3001853 [insert here the exact dollar amount] 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 may be worded:

“I give to Community Foundation of Tampa Bay, Inc., 4300 W. Cypress Street, Suite 700, Tampa FL  33607, a Florida nonprofit corporation, or its successor, 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, may be worded:

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

Contingent Gift if the person making the will is 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, a Florida nonprofit corporation, or its successor, 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].”