A simple, flexible and versatile way that your generosity can continue forever is by including a gift to Phillies Bridge Farm Project in your will, living trust, retirement plan or life insurance policy.
Giving through Beneficiary Designations – Simple & Flexible
One option that does not involve creating or updating your will, and avoids probate, is to name Phillies Bridge Farm Project, Inc. as a beneficiary to receive all or part of your retirement plan, life insurance policies or other accounts. You simply fill out a form that is entirely separate from your will. Not only is this an easy way to give, but it’s also flexible — you aren’t locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.
Plan Now, Give Later
How to include a gift in your will: Working with your financial or legal advisor, simply designate your gift either as general donation or to support a specific purpose, such as food justice, education, or the Phillies Bridge endowment. Your gift can be in the form of cash, securities, stocks, bonds, mutual funds, real estate, or other tangible personal property.
Tell us how you want your gift to be used: If you wish, we will work with you and/or your advisor to create an agreement for your gift, a simple signed document that clearly states your wishes. This agreement allows you to identify how you would like your gift used, and should you wish anonymity can be used to express that intent as well. If you change your mind at any time, we can simply change your agreement without any cost or legal assistance.
Suggested language for your gift: “I give, devise, and bequeath [an amount, a percentage, or the rest and residue of your estate] to Phillies Bridge Farm Project, Inc., a New York nonprofit corporation (tax ID #14-1816094 ). This gift will be used to support ________________ [education / food justice / an endowment / general operation expenses] only.”