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Preparing for Planned Giving Conversations—24 Terms You Need to Know

Connection Cafe

Many wills and trusts are still written with quite formal language and might be similar to this example: “ I give, bequeath, and devise the sum of fifty-thousand dollars ($50,000) to Middletown Library, located at 123 Main Sreet, Middletown, Wyoming. Ten percent (10%) of my estate to Middletown Library.”.