A Lasting Gift
TreesCharlotte benefits from the foresight of generous friends who include TreesCharlotte in their wills, knowing that by doing so, the trees we plant will enrich the city for generations to come. By carefully considering your gift to TreesCharlotte in conjunction with your estate and financial planning, you can take advantage of some creative opportunities that can help you maximize your assets. These gifts, tailored to your individual circumstances and needs, ensure that our city’s canopy will continue to flourish. The information provided here is intended only to provide an overview of the gift options. TreesCharlotte cannot render tax or legal advice, and you should consult with your financial advisor before making such a gift. We are eager to assist with this program, and we welcome your inquiries.
Please email Dave Cable, or call him at 704-577-2004. Also, when you remember TreesCharlotte in your Will, please let us know so that we will be aware of your intentions.
Here is some sample language for a specific bequest of money:
“I give and bequeath the sum of ______________to TreesCharlotte Foundation, c/o Foundation For The Carolinas, Charlotte, NC, for its general purposes.”
If the gift is of real estate, then the language would be:
“I give, devise, and bequeath ______________ to TreesCharlotte Foundation, c/o Foundation For The Carolinas, Charlotte, NC, for its general purposes.”
Here is some language for a bequest of the residue of the estate:
“All of the rest, residue, and remainder of my property of every kind and description and wherever located, including any lapsed or void legacy or devise (but not including any property over which I may have the power of disposition or appointment), I give, devise, and bequeath to TreesCharlotte Foundation, c/o Foundation For The Carolinas, Charlotte, NC, for its general purposes.”