If you are drafting your will or living trust and wish to include a bequest to JDCF, consult with your family and legal and financial advisors to ensure that both family and legal concerns are addressed.
If you already have a will, you may add a bequest to JDCF by having your attorney draft a codicil to your existing will. Provide your attorney with the wording below to establish an unrestricted bequest to JDCF for its conservation programs and operations. (If your bequest is sufficient in size to establish a named endowment fund, JDCF’s staff and legal advisor can also recommend wording to you and your attorney to aid in defining your charitable intentions.)
I (we) give, devise, and bequeath _________ [specific asset, lump sum, or residual percentage] to the Jo Daviess Conservation Foundation, Elizabeth, Illinois, to be used for its charitable purposes [or describe specific purposes if so desired], which includes protecting the integrity of Jo Daviess County’s ecosystems and promoting sustainable livelihoods for Jo Daviess County’s communities and people.
Before finalizing any bequest, please consult with JDCF and your professional advisors to ensure that JDCF can carry out your charitable intentions, and can say thank you (such discussions are kept strictly confidential).
The information provided on this website is for general educational and public benefit purposes.Concepts described are effective only when used as part of an overall, carefully considered estate and financial plan. Inappropriate application of these concepts can have negative consequences. Anyone viewing this material is strongly encouraged to seek counsel from a qualified legal, accounting, and/or financial advisor prior to applying any of the information and ideas presented within these web pages to his or her own particular situation.
For more information about legacy giving, please call JDCF Kelly Myers at 815-858-9100, or consult your financial advisor.
The Jo Daviess Conservation Foundation is a 501(c)(3) organization. Your contribution to JDCF may qualify for a tax deduction, based on your individual circumstance. JDCF’s tax identification number is 36-3913497.