A bequest is a simple way to support the John Marshall Foundation beyond your lifetime and provide financial security for JMF. Your bequest can endow your annual gift in perpetuity or create a restricted endowment (minimum $100,000) to support a particular need that you specify.
A bequest is a simple gift to make with an attorney’s help. Bequest provisions can be written to suit your exact inclination, whether you wish to give JMF:
- A particular percentage of your estate’s value.
- A specific dollar amount.
- A particular item of personal property or real estate.
If you have included the John Marshall Foundation in your will, or intend to do so, please notify Lacy Ward Jr., Executive Director, at lacywardjr@JohnMarshallFoundation.org or at (804) 775-0861. This information concerning bequest giving is of a general educational nature only and does not constitute, or substitute for, legal advice. Please seek competent legal advice regarding how any gift to JMF might affect your personal situation.
Sample Bequest of Remainder of Estate
“I give, devise, and bequeath to the John Marshall Foundation, Inc. (TAX I.D. #54-1417184) all [or state the fraction or percentage] of the rest, residue, and remainder of my estate, both real and personal. The John Marshall Foundation may be contacted at 1108 E. Main Street, Richmond, VA 23219, (804) 775-0861.”
Sample Bequest of Specific Amount
“I give, devise, and bequeath $_____ to the John Marshall Foundation, Inc. (TAX I.D. #54-1417184). The John Marshall Foundation may be contacted at 1108 E. Main Street, Richmond, VA 23219, (804) 775-0861.”