company blog

Will and Codicil

The most commonly planned gift, a charitable bequest, is a donation made through your Will.

You can choose to leave The Rotary Bursary Endowment Fund a specific piece of property, a pre- determined sum of money or a percentage of your estate. Planned today, a bequest benefits the Endowment Fund after your death. For suggested bequest language, please click here.

By carefully planning your bequest, you can eliminate significant taxes payable upon your death. Your estate may claim gifts in the year of death equal to 100 percent of your net income in that year and the year preceding death.

PDF Format Download Codicil to Will Form (Adobe PDF format)