How It Works

• Include a gift to Sahaba Initiative in your will or trust. (See sample language below)
• Make your bequest unrestricted or direct it to a specific purpose.
• Indicate a specific amount or a percentage of the balance remaining in your estate or trust.

Benefits

• Control: Your assets remain in your control during your lifetime.
• Change: You can modify your gift to address changing circumstances.
• Direction: You can direct your gift to a particular purpose (check with Sahaba Initiative to confirm your gift can be used as intended).
• Tax: Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.

Sample Gift Language for Your Will or Trust

Planned Giving to Sahaba Initiative in your will or revocable trust asserts your confidence that we will continue to serve our mission of enriching the minds and spirits of future generations. A bequest is easy to arrange will not alter your current lifestyle in any way, and can be easily modified to address your changing needs.

Customized Language

If you or your attorney would like Sahaba Initiative to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

Please see our sample language below:

Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid: I give, bequeath and devise all (or __ percent) of the rest, residue and remainder of my estate to The Sahaba Initiative , a corporation of the State of Illinois, located in Willowbrook, Illinois for the general and educational purposes of said Corporation.

Specific Gift Language

Name Sahaba Initiative as a beneficiary of a specific amount from your estate: I give, bequeath, and devise to  Sahaba Initiative, a corporation of the State of California, located in San Bernardino, California the sum of $_______ , (or _ percent of the rest, residue and remainder of my estate) to be used to support __________ (name of program or academic area.) In the event the need to support _ no longer exists, The Sahaba Initiative shall be and hereby are authorized to use this bequest for a purpose in keeping with the spirit of this gift in the best interest of said Corporation.