Sample Codicil

 

You can modify your will without rewriting it entirely through an amendment called a “codicil.” Codicils must be signed by witnesses and should be kept with the original will. Before making any changes to your estate plan, we recommend you contact your attorney or financial advisor to ensure this change will not negatively impact other pieces of your estate plan.

 

To modify your will by codicil to benefit Supporting Emotional Needs of the Gifted, please consider sharing the following language with your attorney:

I give to Supporting Emotional Needs of the Gifted, a nonprofit corporation located in Clifton Park, New York (EIN #86-1009851), or its successor organization, (the sum of $ ______) (or ______% of my estate), (or other property herein described) to be used for its general support and charitable purposes without restriction.

In all other respects I ratify and confirm all of the provisions of my said last Will and Testament dated on the _________ day of ______________, 20__.

IN WITNESS WHEREOF, I sign, publish and declare this instrument to be a Codicil to my last Will and Testament in the presence of the persons witnessing said Codicil at my request this _____ day of ___________, 20__.

_________________________ 
(name)

residing at __________________________

 

Witnesses

_________________________ 
(name)

residing at __________________________

 

_________________________ 
(name)

residing at __________________________

 

 
Once you and your attorney have finalized your codicil, we would appreciate receiving a copy so we can properly carry out your wishes.

________________

If you are interested in supporting a specific project, program or area, it is best to discuss your plans with our development staff before completing your will to confirm SENG can carry out your wishes.

Please note: The policies of Supporting Emotional Needs of the Gifted do not allow SENG staff members or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.

To turn your passion for helping the gifted, talented, and twice-exceptional into a lasting legacy, contact us at 844.488.7364 or at office@sengifted.org for more information about legacy giving.

Supporting Emotional Needs of the Gifted (SENG) is a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code, and contributions made to it are tax-deductible to the extent permitted by law. The purpose of these web pages is to provide general educational information about charitable gifts, financial considerations and estate planning. They are not intended as legal, accounting or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisers should be obtained. Consult an attorney for advice if your plans require revision of a will or other legal document.

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Supporting gifted, talented, and 2e individuals since 1981.

© 2019 by SENG - Supporting Emotional Needs of the Gifted

T: 844-488-SENG (7364)

F: 844-433-SENG (7364)

E: office@sengifted.org

P.O. Box 972, Clifton Park, NY 12065