Planning a Future Gift in your Will or Trust
A future gift set up in your will or trust, known as a bequest, may be indicated as a specific dollar amount, specific item, or a percentage of your assets. If you would like to plan a bequest to help future generations benefit from our work, we suggest sharing this language with your attorney for review and inclusion in your estate documentation:
“I give to Cooperative Elder Services, Inc., a nonprofit corporation currently located at 2352 Main Street, Suite 108 Concord, MA 01742, or its successor, [$_________ ] or [name specific item] or [ _______%] for its unrestricted charitable use and purpose.”
Our federal tax ID number is: 04-2717782.
If you wish to learn more, please contact Chief of Philanthropic Investment, Tony Dellovo at t.dellovo@elderdayservices.org.
CESI is pleased to provide charitable gift information, but does not provide official financial, legal, or tax advice.
We encourage you to consult your advisors for applicability to your own situation.
