Forms and Bequests Language

LANGUAGE TO ESTABLISH A FUND BY WILL OR TRUST

I give ________________________________________________(describe gift) to The Cape Cod Foundation, a community foundation, (the “Foundation”) for the __________________________________________(Insert name of fund from the fund agreement form) Fund (the “Fund”), a component fund of the Foundation.

(Select one of the following types of funds and attach a copy of the fund agreement to will or trust documents. Although this is not required, it is helpful for the Foundation also to have a copy of the fund agreement in its files.)

Permanent Unrestricted or Advised

The purpose of the Fund is to provide support for such worthy
charitable purposes as shall from time to time be determine by
the Foundation Board of Directors or by advisers named by the
Donor.

Field of Interest

The purpose of the Fund is to provide funds for charitable
recipients to be selected by the Board of Directors of the
Foundation that (state field of interest)
___________________________________________________
__________________________________________________.

Designated

The purpose of the Fund is to provide funds for (enter the name
of one or more charitable organization.) __________________