Legal Question in Wills and Trusts in New York
Will and Bequest Guidance
I work in the development office at a nonprofit organization. I am often asked for advice on how to create a will and make a bequest to our organization. I was wondering if there was some sort of brochure or brief information package I could send to our supporters to help them out. Any advice you could give me on this matter would be very useful. Thank you.
2 Answers from Attorneys
Re: Will and Bequest Guidance
Hire an attorney to draft a sample clause
for inclusion in a will
Include this in your literature
It is legal, as you are not actually
doing the will
The local museum and science center has
done this for years
Re: Will and Bequest Guidance
You can probably get good guidance, advice and forms from the United Jewish Appeal/Federation of Jewish Philanthropies on East 59th Street.
Charles Goldman, Esq. 212-836-1531 is very helpful even if his institution is not the recipient of a gift.
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