Information About Wills
A will is the cornerstone of planned giving. It’s a critical tool to protect your family from accidental disinheritance and ensure that your choices regarding charitable giving are fulfilled as you intended. Below, you’ll find short video resources on various aspects of creating a will. You can also download a copy of our 48-page Guide to Planning Your Will and Trust, which walks you through the process of creating a will and provides you with material to share with your financial planner or attorney. If you prefer, we can mail a copy of the Guide to you; just call our office at (574) 232-0041. You can also watch our 12 free, short videos about different aspects of planning your will: Video Presentations About Wills.
Including the Community Foundation in your will is as simple as incorporating bequest language such as this: “I give, devise, and bequeath to the Community Foundation of St. Joseph County the sum of $__ (or a description of the specific asset you wish to bequeath) for (a specific fund within the Foundation).” If you prefer not to name a specific fund, you can substitute “its unrestricted use.”