Share the sample bequest language for United Way of Greater Cincinnati with your estate planning attorney.
If you choose to make a bequest to our United Way Foundation:
"I give, devise and bequeath to The United Way of Greater Cincinnati Foundation, Inc. (the "Foundation") a not-for-profit Ohio corporation (tax ID number 31-1064812) located in Cincinnati, Ohio, ___________ (describe the gift) to be administered in perpetuity in accordance with the policies of the Foundation."
If you choose to make a bequest through our Human Services Partnership with The Greater Cincinnati Foundation:
"I give and bequeath to The Greater Cincinnati Foundation, an Ohio nonprofit corporation (FEIN 31-0669700) (the sum of money, percentage of estate, or description of gift). I request this Fund be named the ____________ Fund and be held and administered in accordance with the Articles of Incorporation and Code of Regulations creating The Greater Cincinnati Foundation, as now or hereafter amended. Further, the charitable purpose of this fund shall be to make annual distributions to United Way of Greater Cincinnati for its unrestricted charitable purposes."
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.