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  • Fred Finch Legacy Giving Intent Form

  • Thank you for considering a legacy gift to Fred Finch Youth & Family Services. Including Fred Finch in your estate plans ensures that vulnerable children, youth, and families will continue to receive life-changing support for generations to come.

    You can: 

    • Designate a percentage of your total estate to go to Fred Finch. Your gift will adjust as the size of your estate changes over time.  
    • Denote the percentage of the residue of your estate that goes to Fred Finch after your assets have gone to your loved ones. Your gift will adjust as the size of your estate changes.  
    • Choose a specific gift amount to be given to Fred Finch.  
  • Donor Information

  • Gift Information

    I have included Fred Finch Youth & Family Services, a California 501(c)(3) nonprofit corporation (Federal Tax ID: 94-0474080), in my estate plans through:
  • Sample Bequest Language

  • I give, devise, and bequeath to the Fred Finch Youth & Family Services, a California 501(c)(3) nonprofit corporation (Federal Tax ID: 94-0474080):

    --the sum of ________________________________________ dollars ($__________)

    or

    --the following described property, to wit: ______________________________________________________________________________

    or

    --________________ percent (______ %) of the rest, residue and remainder of my estate.

    I instruct that all of my charitable gifts, bequests and devises shall be made, to the extent possible, from property that constitutes “income in respect of a decedent” as that term is defined in the Internal Revenue Code.

  • Sample Bequest Language with Designation or Restriction

  • I give, devise, and bequeath to the Fred Finch Youth & Family Services, a California 501(c)(3) nonprofit corporation (Federal Tax ID: 94-0474080):

    --the sum of ________________________________________ dollars ($______)

    or

    --the following described property, to wit: __________________________________________________________________

    or

    --________________ percent (______ %) of the rest, residue and remainder of my estate. This gift is made as an endowed (or a non-endowed) fund, the income only of which shall be used (if non-endowed, the principal and income of which shall be used) for the following purpose: ____________________________________________________________________________________________________________________________________

    In making this gift it is my intention to _______________________________________________________, and I desire that the foregoing statement of purpose be liberally construed so that this objective may be fully accomplished.

    I instruct that all of my charitable gifts, bequests and devises shall be made, to the extent possible, from property that constitutes “income in respect of a decedent” as that term is defined in the Internal Revenue Code.

    If in the judgement of the Board of Directors of Fred Finch Youth & Family Services, it shall become impossible for Fred Finch to use this bequest to accomplish the specific purposes of this bequest, Fred Finch may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

  • This form is not a legally binding commitment, but an expression of your charitable intentions. It allows us to recognize your generosity and ensure your wishes are properly.

    Upon submission, a Fred Finch representative will be in contact with you.

  • Should be Empty: