Giving

Estate / Trust Giving

The following is intended to help you draft a bequest.  Please contact a legal professional for help including this in your estate planning. Our legal name should appear as:

Legal name: The Capstone Foundation, Federal Tax ID number: 85-1718217

We suggest the following wording:

General Bequest of a stated sum of money:

  ”I give to The Capstone Foundation, P.O. Box 1288 Searcy, AR 72145 Federal Tax Identification Number 85-1718217 ___________________Dollars ($___________).”

Specific Bequest of a certain asset from your estate:

  ”I give to The Capstone Foundation, P.O. Box 1288, Searcy, AR 72145, Federal Tax Identification Number 85-1718217, [insert here a description of the particular property].”

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

  ”I give to The Capstone Foundation, P.O. Box 1288 Searcy, AR 72145, Federal Tax Identification Number 85-1718217, [all] [a portion] of the rest of my estate.”

Contingent Bequest 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 The Capstone Foundation. PO Box 1288 Searcy, AR 72145 Federal Tax Identification Number 85-1718217, [insert here the exact dollar amount, description of property, or percentage of residual estate].”