Ways of including FGC in your will while maximizing tax advantages

Putting FGC in your will is a simple and significant way to give to the future of FGC. A bequest may be in the form of cash, securities, real estate, an insurance policy, or other property.

In order to strengthen FGC’s planned giving program for many years to come, during the Stoking the Spiritual Fire of Quakerism Campaign we seek to identify 200 Friends who have or who are willing to include FGC in their wills. We hope that you can be one of them. It is very simple to include FGC in your will. Simply instruct your attorney to make an addition—a codicil—to your will. Then let us know so we can count you in the 200.

Sample bequest language for including Friends General Conference in your estate plans is provided below.

Specific Bequest—A gift of a specific amount of cash or property.
I devise and bequeath to Friends General Conference, a non-profit religious organization located at 1216 Arch Street, Suite 2B, in Philadelphia, Pennsylvania, ____________ (insert specific dollar amount or description of property)to be used for the work of Friends General Conference.
Percentage Bequest—A gift of a percent of an estate.
I devise and bequeath to Friends General Conference, a non-profit religious organization located at 1216 Arch Street, Suite 2B, in Philadelphia, Pennsylvania, ______ percent of my estate, of whatever kind and wherever situated to be used for the work of Friends General Conference.
Residual Bequest—A gift of whatever is left of an estate after other distributions.
I devise and bequeath to Friends General Conference, a non-profit religious organization located at 1216 Arch Street, Suite 2B, in Philadelphia, Pennsylvania, ______ (enter the word “all” or a percentage) of the rest of my estate, of whatever kind and wherever situated, to be used for the work of Friends General Conference.

Friends General Conference prefers unrestricted bequests, such as the language above would provide. If you are considering any restrictions to your bequest, please contact Michael Wajda in the FGC Development Office to discuss appropriate language.