Making a lasting difference for equality

With your will or living trust, you have the power to make a difference and promote equality. You may either make a general or restricted gift to the Empowering Spirits Foundation. In addition such gift may be of a specific dollar amount or it may also be of a percentage of your estate.

Gifts via a will

The following language is an example of wording that may be used to name ESF as a beneficiary of your last will and testament. You may either make a general or restricted gift to ESF. In addition such gift may be of a specific dollar amount or it may also be of a percentage of your estate.

i. GENERAL TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT:
I hereby give and bequeath _______________________ Dollars ($__________________) to Empowering Spirits Foundation, Inc., located at 3535 Lebon Drive, Suite 5211, San Diego, California 92122, or its successors-in-interest, to be used for general purposes.

ii. GENERAL TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE:
I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Empowering Spirits Foundation, Inc., located at 3535 Lebon Drive, Suite 5211, San Diego, California 92122, or its successors-in-interest, to be used for general purposes.

iii. RESTRICTED TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT:
I hereby give and bequeath _____________________ Dollars ($__________________) to Empowering Spirits Foundation, Inc., located at 3535 Lebon Drive, Suite 5211, San Diego, California 92122, or its successors-in-interest, to be used for [insert donor restriction].

iv. RESTRICTED TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE:
I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Empowering Spirits Foundation, Inc., located at 3535 Lebon Drive, Suite 5211, San Diego, California 92122, or its successors-in-interest, to be used for [insert donor restriction].

If you wish to make a restricted gift to ESF, please contact the ESF Development Department prior to finalizing your gift.

Gifts from a trust

The following language is an example of wording that may be used in the event ESF is named as a contingent beneficiary of a trust estate. Keep in mind that such gifts may also be restricted and may be of either a specific dollar amount or a percentage of the trust estate.

[Insert contingency (e.g., Upon the death of my spouse)], the Trustee shall distribute ________________ Dollars ($__________________) to Empowering Spirits Foundation, Inc., located at 3535 Lebon Drive, Suite 5211, San Diego, California 92122, or its successors-in-interest, free and clear of trust, to be used for general purposes.

Varying tax benefits

Some of the charitable options referenced may have a greater tax benefit to you than others, so please consult with your attorney or financial advisor on which strategy would work best for you. If you need to write a will or living trust, we urge you to seek assistance from an attorney in preparing these important documents.

Questions?

We would be pleased to provide you with additional information to share with your attorney/financial advisor about the various options, as well as suggested bequest wording. If you have questions please contact us.