Bequests and Sample Will Wording

The following sample clauses illustrate several ways a donor may provide for the Sunshine Coast Foundation through their will. Each clause can be adapted, in consultation with the donor’s legal or notarial advisor, to reflect their individual wishes and circumstances.

#1: Unrestricted Giving

Support the community you love in a way that is flexible, far-reaching and acutely responsive to whatever needs or opportunities arise.

“I give the sum of $ ____ or ____% of or the residue of my estate to the SUNSHINE COAST FOUNDATION, charitable registration #896086105RR0001, to be used for general purposes at the discretion of the Foundation’s Directors.”

#2: Community Grants Programs

The Foundation’s Community Legacy Fund is a permanently held fund that evolves with the ever-changing needs of our Sunshine Coast community and is the primary funding source for our annual community grants program. This fund provides the Foundation with the flexibility to disburse grants to the widest possible range of initiatives.

“I give the sum of $ ____ or ____% of or the residue of my estate to the SUNSHINE COAST FOUNDATION, charitable registration #896086105RR0001, to be applied to its COMMUNITY LEGACY FUND.”

#3: An Existing Fund

The Foundation stewards more than 100 funds dedicated to a variety of charitable causes and organizations.

“I give the sum of $ ____ or ____% of or the residue of my estate to the SUNSHINE COAST FOUNDATION, charitable registration #896086105RR0001, to be applied to the ____________________ Fund.”

#4: A New Fund

Establishing a fund with the Foundation through your will is a meaningful way to support the causes and organizations you care about and leave a legacy on the Sunshine Coast for generations to come.

“I give the sum of $ ____ or ____% of or the residue of my estate to the SUNSHINE COAST FOUNDATION, charitable registration #896086105RR0001, to establish a fund in my name [or the name of _______________________]. It is my wish that the Fund be held on a long-term basis and will support [name a charitable interest or a charitable organization] on the Sunshine Coast.”

#5: The Foundation’s Operations

We rely on donations to support the essential expenses associated with our charitable work including donor stewardship, grant processing, accounting, and compliance, as well as community engagement and leadership initiatives such as Vital Signs and the Coast Together Workshop Series.

“I give the sum of $ ____ or ____% of or the residue of my estate to the SUNSHINE COAST FOUNDATION, charitable registration #896086105RR0001, to be applied to the Foundation’s OPERATING ENDOWMENT.”

– OR –

“I give the sum of $ ____ or ____% of or the residue of my estate to the SUNSHINE COAST FOUNDATION, charitable registration #896086105RR0001, to be applied to the Foundation’s general operating expenses.”

There are many ways to create a legacy through a gift in your will or during your lifetime, and the Foundation offers a range of fund types and options that can be tailored to reflect your wishes. Please contact us to learn more about the possibilities and how we can help you explore an approach that best achieves your charitable goals.