Planned Giving

Making a bequest through your will for the CDC Foundation, Inc. is a simple process. The appropriate wording for making a gift depends upon the type of gift, state law and your own personal circumstances. The following samples may be used or shared with your attorney or advisor. If you are planning to make the CDC Foundation one of your beneficiaries, we encourage you to tell us now. That way, we can help you get the greatest possible satisfaction from your gift. You can design a gift that honors your philanthropic intentions, while achieving your financial and tax planning goals.

 

Bequest Sample Language

Unrestricted General Bequest

I give, devise and bequeath the sum of $__________ to the CDC Foundation, Inc., a nonprofit organization incorporated in the State of Georgia, its principal office being located at 600 Peachtree Street NE, Suite 1000, Atlanta, Georgia 30308 for its unrestricted use.

Gift for Specific Purpose

I give, devise and bequeath the sum of $________ OR all my right, title, and interest in and to ______________________ (describe property) to support ___________________ (i.e., Chronic Fatigue Syndrome research.) at the Centers for Disease Control and Prevention through the CDC Foundation, Inc., a nonprofit organization incorporated in the State of Georgia, its principal office being located at 600 Peachtree Street NE, Suite 1000, Atlanta, Georgia 30308. If this purpose is no longer applicable/useful, the Board of Trustees may take action to use it for other areas of need.

Gift of Residue

I give, devise and bequeath my residuary estate, which is all the rest, residue and remainder of the property owned by me at my death, real and personal and wheresoever situated, to the CDC Foundation, Inc., a nonprofit organization incorporated in the State of Georgia, its principal office being located at 600 Peachtree Street NE, Suite 1000, Atlanta, Georgia 30308.

Contingent Gift of Residuary Estate

I devise and bequeath the residue of the property owned by me at my death, real and personal and wheresoever situated, to my wife (or husband), if she/he survives me, otherwise, to the CDC Foundation, Inc., a nonprofit organization incorporated in the State of Georgia.

Amount of Gift Dependent on Size of Estate

I give, devise and bequeath the sum of $_____ or _____ percent of my adjusted gross estate as finally determined for federal estate tax purposes, whichever is greater (or lesser), to the CDC Foundation, Inc., a nonprofit organization incorporated in the State of Georgia, its principal office being located at 600 Peachtree Street NE, Suite 1000, Atlanta, Georgia 30308.

The above examples are samples only. Please consult with your attorney or advisor when making a bequest or other planned gift to ensure that your wishes are carried out properly.