To establish a testamentary fund at the Community Foundation, donors may pre-sign a fund agreement expressing their desire for the use of gift. Two signed agreements should be forwarded to the Community Foundation. One fully executed copy will be returned and the other kept in our file and activated when funds are received.
Using this approach, the suggested language to be used in a will is:
“I give ___________________________ (description of gift) to Berks County Community Foundation, its successors or assigns, to create the ________________ (name of Fund) consistent with the ‘Fund Agreement’ previously executed between myself and the Community Foundation.”