Make a Charitable Bequest

When you make a charitable bequest to the MDRT Foundation, you leave a legacy of compassion and integrity. You continue your commitment to supporting worthwhile organizations throughout the world through your will or trust. Your estate receives a charitable deduction for the full amount given, so your heirs pay no estate tax on the gift.

How to Make a Bequest
To make a bequest, all you have to do is ask your attorney to include language in your will to do so. Sample language to use when making a bequest to the MDRT Foundation is listed below.

You have the ability to stipulate that the MDRT Foundation receives a percentage of the estate, a specific asset or amount of money, or the residual - that which is left over after all other debts, taxes, expenses and bequests have been fulfilled. You also have the ability to specify that this bequest be contingent upon the death of a beneficiary. Your financial advisor or attorney will be able to instruct you on which bequest would serve you and your heirs in the best possible manner.

Sample Language

Percentage: Give percentage of your estate to the MDRT Foundation
”I give, devise and bequeath to Million Dollar Round Table Foundation, a non-profit corporate of the State of Illinois, located at 325 West Touhy Avenue, Park Ridge, IL 60068-4265, ____% of my estate.”

Specific: Give specific asset or fixed amount of money
" I give, devise and bequeath to Million Dollar Round Table Foundation, a non-profit corporate of the State of Illinois, located at 325 West Touhy Avenue, Park Ridge, IL 60068-4265,
(Choose one)
1) The sum of $___________."
2) __________ shares of stock in ________________Company.", or
3) my real property commonly known as _________________."

Residual: Give what is left over of your estate after debts, taxes, expenses and other bequests "I give, devise and bequeath to Million Dollar Round Table Foundation, a non-profit corporate of the State of Illinois, located at 325 West Touhy Avenue, Park Ridge, IL 60068-4265, all the residue of my estate, including real personal property."

Contingent: Give to MDRT Foundation only in the event of death to one of your beneficiaries " In the event of the death of any of the beneficiaries, I give, devise and bequeath to Million Dollar Round Table Foundation, a non-profit corporate of the State of Illinois, located at 325 West Touhy Avenue, Park Ridge, IL 60068-4265, (percentage, specific, or residual language as above)."

For more information, contact the MDRT Foundation by:

• E-mail: foundation@mdrt.org
• Phone: (847) 692-6378
• Fax: MDRT Foundation at (847)518-8921
• Mail: MDRT Foundation at 325 W. Touhy Ave., Park Ridge, IL, 60068-4265, USA

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