Your estate gift through your will, or a legacy gift while still living, will help fund current programs and build our endowment. A variety of giving instruments exist to help alleviate your tax burden and benefit our mission. Consult your tax attorney or contact the Development Office to discuss your options.
The following are examples of bequest statements that may be used as models by you and your attorney in preparing your bequest or trust designation (estate gift). We welcome the opportunity to work with you and your advisers to develop language tailored to your specific needs. Such collaboration ensures that the correct legal language is used and that your wishes are accurately understood. Please contact Kay Klotz at (512) 305-4107 for additional information.
Front Steps Sample Bequest Language
Unrestricted Residual Bequest
I give Front Steps, 500 East Seventh Street, Austin, Texas 78701, Federal ID 74-2824054, (_________ % of the residue of my estate) or (the sum of $__________), to be used by Front Steps, wherever the needs and opportunities are greatest.
Unrestricted Contingent Bequest
In the event that __________ predeceases me, I give Front Steps, 500 East Seventh Street, Austin, Texas 78701, Federal ID 74-2824054, (_________ % of the residue of my estate) or (the sum of $__________), to be used by Front Steps wherever the needs and opportunities are greatest.
If you choose to direct a bequest to Front Steps, we encourage you to share your plans with us. Your plans will remain confidential, and we will work together to ensure that we understand and can abide by your bequest intentions.
Front Steps’ Legacy Society
We also would like to recognize your generosity through membership in the Front Steps’ Legacy Society, our recognition society for those who have made deferred gifts. Your generosity demonstrates an investment in Front Steps’ mission for generations to come.