Giving Beyond Your Years

“Giving Beyond Your Years” Planned Giving Opportunities & Sample Bequest Example Language

As you know, your planned legacy gifts are a key to the continued sustainability of The Outdoor Circle and allows you to bless the community now and in perpetuity by allowing our mission to continue. Gifts may be made in any amount, large or small and all are sincerely appreciated. 
 
Many options exist for you, including simple bequests of a specific asset or percentage of your estate, IRA distributions and transfers, naming The Outdoor Circle as a named beneficiary of your retirement fund or life insurance policy, or gifts of stocks and mutual funds you may hold. 
 
Below we highlight just one of some simple ways to include Bequest Language for your Wills and Trusts. We encourage you to consult with your financial advisor for the best ways to make an annual or planned giving legacy gift to The Outdoor Circle that are specific to your circumstances.
 
Sample Bequest Language for Wills and Trusts
 
You can simply leave a gift outright to The Outdoor Circle or you may state how you would like your gift to be used. For example, you may:
· Designate “wherever the need is greatest” so that The Outdoor Circle can best decide to how to best utilize your gift to fulfill our mission. This is the most flexible and best option for the organization.
· Direct your gift to one of our programs such as “Christine Snyder Education and Tree Fund.”
· Direct your gift to our Annual Fund or our Endowment Fund.

Specific amount:
I give to The Outdoor Circle, a 501(c)3 non-profit, FEIN 99-0085044, located in Honolulu, Hawaii the sum of $_________ to be used wherever the need is greatest.
 
Specific asset:
I give to The Outdoor Circle, a 501(c)3 non-profit, FEIN 99-0085044, located in Honolulu, Hawaii the following described property [insert description of asset] to be used wherever the need is greatest.
 
Real Property:
I give to The Outdoor Circle, a 501(c)3 non-profit, FEIN 99-0085044, located in Honolulu, Hawaii, all of my right, title, and interest in the following described real property [insert legal description of property] to be used wherever the need is greatest.
 
Portion of the estate:
I give to The Outdoor Circle, a 501(c)3 non-profit, FEIN 99-0085044, located in Honolulu, Hawaii, _______% of my estate to be used wherever the need is greatest.
 
Residual estate (after other bequests or designations are named):
I give to The Outdoor Circle, a 501(c)3 non-profit, FEIN is 99-0085044, located in Honolulu, Hawaii, the rest and residue of my estate to be used wherever the need is greatest.
 
Portion of Residual estate (after other bequests or designations are named):
I give to The Outdoor Circle, a 501(c)3 non-profit, FEIN is 99-0085044, located in Honolulu, Hawaii,  _______% of the rest and residue of my estate to be used wherever the need is greatest.
 
More information is available on our website at www.outdoorcircle.org or by contacting our office.
 
Mahalo for including The Outdoor Circle in your current and planned giving. Your philanthropic support sustains our extraordinary legacy and vision of protecting Hawaii’s unique beauty for generations to come.