A bequest may be made in your will or trust for a specific dollar amount, a percentage of your estate or a percentage of the residue (the amount remaining after all other specific bequests have been paid). Here is some suggested language you may wish to consider:
- · “I hereby give, devise and bequeath ___________ percent (___%) of my residuary estate to The Parelli Foundation, Inc., 9911 Rose Commons Drive, Suite E-1613, Huntersville, NC 28078 to be used for its general purposes.”
- · “I hereby give, devise and bequeath to The Parelli Foundation, Inc., 9911 Rose Commons Drive, Suite E-1613, Huntersville, NC 28078, the sum of ___________ dollars ($______).”
All estate planning should be carefully considered and drafted to ensure that it does what you want it to do. We suggest that you review your plans, including specific provisions, with knowledgeable legal and financial advisors.
It would be wonderful if you could let us know of any plans you have finalized to create a legacy gift to the benefit of natural horsemanship. We look forward to discussing your future intentions and possible gifts.
If you notify us that you have made planned giving arrangements, you will become a member of The Pegasus Circle. We look forward to welcoming you personally with either public acknowledgement or private appreciation, as you prefer.
For a personal contact to discuss your legacy giving, please contact us.