Bequests

Donors want to make a lasting impact with their charitable giving. One way to do this is by considering a bequest - a gift that is made through a will or trust that goes to a charity or cause after the donor passes away.

When considering a bequest, it is important to think about how to ensure that your gift is impactful and sustainable in the long run. One approach that many donors take is to target causes instead of specific charities. This approach has several benefits, including the ability to spread out your distributions over multiple charities that are working towards the same cause. By doing this, you decrease the likelihood that your gift disrupts the charity or causes them to expand past their effective size.

Another benefit of targeting causes is that charities can change their effectiveness and goals over time. By giving to a specific charity, you may be limiting your gift's potential impact if that charity changes course or becomes less effective. By targeting causes, you are able to support a broad range of charities that are working towards the same cause, ensuring that your gift has a lasting impact no matter how the individual charities evolve over time.

At Focused.Charity, we offer a range of indices organized around specific causes that donors can target with their bequests. Our indices are regularly updated with new and emerging charities, ensuring that your gift is going to the charities that are making the most impact in your chosen cause area. We also provide regular updates on the index pages so that donors can track the impact of their gifts over time.

By targeting causes instead of specific charities, you can ensure that your bequest has a lasting impact on the causes you care about most. At Focused.Charity, we are committed to making it easy for donors to support the charities and causes they care about, and our indices are designed to help donors make informed decisions about their bequests that will have a meaningful impact for years to come.

How to distribute your bequest through us:

When creating your will, you can include language that directs a portion of your estate to be given to Focused.Charity, with the stipulation that the gift is earmarked to benefit one of our indices. Here's an example of language that includes a 3% retention by Focused.Charity to continue our work and pay for any transaction fees or expenses:

"I give, devise, and bequeath the sum of $______ or ____% of my residuary estate to Focused.Charity, a 501(c)(3) charitable organization. Focused.Charity shall retain 3% of the bequest amount to continue their work. The remaining amount shall be earmarked to benefit the [Insert Index Name] index published by Focused.Charity. If the charities listed in this index are no longer active or the index is no longer published, then the proceeds of this bequest shall be distributed to the benefit of the named cause as determined by the person executing this will."

By including language like this in your will, you can ensure that your charitable giving goes towards the charities making a meaningful impact in your chosen cause area, while also supporting Focused.Charity's mission of making charitable giving more intelligent and accessible. Your gift will help us continue to identify and vet charities, provide transparent management of gifts, and develop innovative tools to make giving back easier than ever before.

How to distribute your bequest to an index directly:

When creating your will, you can specify that a portion of your estate be given directly to the charities listed in one of our indices. This can be done by including specific language in your will that outlines your wishes. Here's an example:

"I give, devise, and bequeath the sum of $______ or ____% of my residuary estate to the charities listed in the [Insert Index Name] index published by Focused.Charity. If the charities listed in this index are no longer active or the index is no longer published, then the proceeds of this bequest shall be distributed to the benefit of the named cause as determined by the person executing this will."

How to support Focused.Charity with your bequest:

When creating your will, you can include language that directs a portion of your estate to be given directly to Focused.Charity to support our efforts. This can be done by including specific language in your will that outlines your wishes. Here's an example:

"I give, devise, and bequeath the sum of $______ or ____% of my residuary estate to Focused.Charity, a 501(c)(3) charitable organization. This gift shall be used to support Focused.Charity's mission of making charitable giving more intelligent and accessible. If at any time Focused.Charity ceases to exist, then the proceeds of this bequest shall be distributed to another charity with a similar mission as closely as possible."

By including language like this in your will, you can ensure that your charitable giving supports Focused.Charity's mission of making charitable giving more intelligent and accessible for years to come. Your gift will help us continue to identify and vet charities, provide transparent management of gifts, and develop innovative tools to make giving back easier than ever before.

At Focused.Charity, we are committed to making it easy for donors to support the charities and causes they care about. If you have any questions about how to make a bequest that passes through Focused.Charity, please don't hesitate to contact us. We are grateful for your support and dedication to making the world a better place.

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