How to name ServeMinnesota in your will or living trust

In as little as one sentence, you can complete your gift.

BEQUEST LANGUAGE

To include a bequest for the ServeMinnesota in a will or trust, donors may wish to use the following sample language:

“I give [the sum, percentage, or description of property] to ServeMinnesota, Minneapolis, Minnesota, to be used [for the benefit of the program] or [according to my written instructions* on file with the foundation].”

*Written instructions: As with any gift to ServeMinnesota, donors may choose to direct their bequest to a specific program fund or to the organization as a whole.

 

Next Steps

1.  Contact Lindsay Dolce at 612-746-1439 or lindsay@serveminnesota.org for additional information on bequests or to chat more about the different options for including ServeMinnesota in your will or estate plan.

2.  Seek the advice of your financial or legal advisor.

3.  If you include ServeMinnesota in your plans, please use our legal name and federal tax ID.
Legal Name: ServeMinnesota
Address: 120 S. 6th Street, Suite 2260, Minneapolis, MN 55402
Federal Tax ID Number: 41-2010058

Disclaimer: Information on this website is not intended as legal or tax advice. For information on how any gift may affect your tax situation, please consult with your own professional advisor.