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.