This toolkit may help you craft your Legacy Gift. Don't hesitate to share this website with a professional, like your attorney or financial advisor, as a resource. Consulting with a professional can be important, especially if your estate is complex or large.

1. Beneficiary Designation or “Transfer on Death".      One of the easiest ways to leave a Legacy Gift is through a beneficiary designation on your retirement plan or other financial account. Find out more about designating Texas Pride Impact Funds as your beneficiary.

2. Create a Will or Trust.     Find language that may help you and your attorney when making a variety of will or trust bequests.

3. Amend Your Will or Trust.     The following language may help you and your attorney add an amendment known as a codicil, to your existing will or trust.

Sample Amendment / Codicil. If you already have an existing will, it is simple for you and your attorney to amend the document by writing a codicil.  The following language may help you and your attorney when amending your bequest.

I give, devise, and bequeath $ ___________ to Texas Pride Impact Funds, a Texas nonprofit corporation EIN #123456789, for its charitable uses and purposes.

In all other respects I ratify and confirm all of the provision of my said last Will and Testament dated on the _________ day of ______________, 20_ _.

IN WITNESS WHEREOF, I sign, publish and declare this instrument to be a Codicil to my last Will and Testament in the presence of the persons witnessing said Codicil at my request this _____ day of ___________, 20_ _.

You should consult with your attorney on the proper way to execute a codicil in Texas.  Generally, a codicil requires you to sign with two witnesses to your signature.  A best-practice is to have the codicil notarized to simplify probate.

4. Letter of Intent. Download, complete and return our Letter of Intent for a Future (Estate) gift and join TPIF's growing Legacy Society.