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Planned Giving

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Bequest Language

Every will is as unique as the individual creating it. The following are examples of wording to be used by you and your advisor when creating your estate plan. For assistance in exact wording please feel free to contact the Foundation.

1. Unconditional Tithe

"I give to my local church, ________________________, a tithe of ten percent (10%) of my estate to be used for Christian ministry in such manner as its Board of Directors deems best"

2. Bequest of Residue For a Suggested Use

"I give to my church,  __________________________, all the rest of my property, real and personal. I suggest that the principal and income be used for _______________________________________________."

3. Contingent Bequest For Two Specific Uses

"If any of the above-named beneficiaries should predecease me, then I give the property, real or personal, which each such beneficiary would have received had he survived me, to The Holston Conference of the United Methodist Church Foundation, Inc. with the earnings to be divided equally between seminary scholarships and ___________________ (name a mission, ministry or church)."

4. Bequest To Create a Named Local Church Endowment

"I give to The Holston Conference of the United Methodist Church Foundation, Inc., (the sum of $___________ or ____% of estate or the following described property) to establish THE JOHN DOE FAMILY ENDOWMENT FUND.Distributions from earnings, but not the principal should be used for __________________ at _____________________________________ United Methodist Church located in_____________________________."

 

Codicil To a Will

If you already have a will you may add a codicil to your will to direct a gift. The codicil should be witnessed and attested to, then attached to your properly executed will. Your attorney can easily assist you with this process. A sample codicil is as follows:

CODICIL TO WILL OF ________________________________

I, __________________________, residing and domiciled in the City of ____________________________, County of ___________________ and State of ________________________, being of sound and disposing mind and memory do hereby make, ordain, publish and declare this addendum/codicil to my last will and testament.

I give, devise and bequeath, and direct my said Personal Representative, as soon as convenient following my demise, to set over and deliver unto The Holston Conference of the United Methodist Church Foundation, Inc., a non-profit religious corporation incorporated under the laws of the State of Tennessee, assets which in the unqualified judgment of my Personal Representative shall have an aggregate value of ten percent (10%) of my gross estate.

IN WITNESS WHEREOF, I have hereunto set my hand and seal this ______ day of ________________, AD __________.

______________________________________ Signature

The above and foregoing instrument was this ___ day of __________________, 200__, signed, sealed, published, and declared by said ____________________, testator, as and for an addendum to his/her Last Will and Testament, in the presence of us, who at his request, and in his/her presence, and in the presence of each other, have hereunto subscribed our names as witnesses thereto.

__________________________________________________________ Name Address, City, and State

__________________________________________________________ Name Address, City, and State

 

Affadavit of Attesting Witnesses

The undersigned, being first duly sworn, make oath that the undersigned were attesting witnesses to the First Codicil to the Last Will and Testament of JOHN DOE, Testator, dated the _____ day of ___________________, 200__; that the Testator signed said instrument in the presence of the attesting witnesses; that the Testator appeared to be of sound mind and disposing memory; and that the attesting witnesses,

__________________________________ __________________________________

SWORN TO AND SUBSCRIBED BEFORE ME THIS ____ DAY OF _____________, 200___.

_______________________________________ NOTARY PUBLIC

My Commission Expires: _______________________________________

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