Contact the Foundation director to discuss these in order to avoid any complications. These gifts may be transferred to the Foundation, after the Board of Trustees agrees to accept and administer such gifts. If owned outright, delivery of a deed of conveyance, such as a warranty deed or bargain and sale deed, is sufficient to transfer real estate. Personal property should be accompanied by a written description of the assets and a statement of intention to give irrevocably. If property is not owned outright, or if you desire to transfer less than the total asset at one time, details should be discussed with the Foundation director and an appropriate transfer document prepared on the advice of your attorney before the gift is made.
Bequests call for careful thought and preparation of the appropriate form.
A person who has established a fund or trust during his or her lifetime with the Foundation can add a bequest to the named fund. Any of these types of gifts may be transferred by will, and appropriate purpose may be designated for use of the gift. Any form of giving or retaining interest for others during a donor's lifetime may be accomplished by a bequest. Contact the Foundation director to discuss bequest plans.