Language for Bequests
If you are considering a legacy gift to the Tree Research and Education Endowment Fund, please consult your estate planning attorney who can assist you in adding one of the following paragraphs to your will:
“I hereby give and bequeath $____________ to the Tree Research and Education Endowment Fund to be used (for its general purposes) (for [specific purpose]).”
or,
“I hereby give, devise and bequeath (_________% of the residue) of my estate to the Tree Research and Education Endowment Fund to be used (for its general purposes) (for [specific purpose]).”
If you are leaving the proceeds of an insurance policy or IRA assets to the TREE Fund, please be sure to indicate this on the insurance or IRA beneficiary forms and not in your will. That is because the insurance proceeds or IRA assets will only be disposed of by the terms of the insurance policy or IRA document, not by your will.
TREE Fund
552 S. Washington St., Suite 109
Naperville, IL 60540
Federal Tax ID: 37-1018692