Planned and Estate Giving
PLANNED AND ESTATE GIVING
Planned and estate giving can expand your charitable and philanthropic capacity. By remembering Minnesota Off-Road Cyclists in your estate, will and beneficiary arrangements, you create a legacy that strengthens MORC’s mission to gain and maintain trails.
There are many ways you can make a planned gift:
- Will bequests and trust agreement provisions (See sample bequest language below).
- Beneficiary designations of retirement accounts and life insurance policies.
- Payable on Death (POD) designations for bank accounts and Transfer on Death (TOD) designations for stock portfolios.
- Outright or deferred gifts of assets, property, interests, and rights, such as real estate, personal property, life insurance and other items, interests and rights of value.
If any of these giving options are a possibility for you, please notify MORC’s Treasurer <firstname.lastname@example.org> via the below form with your intent and type of gift. It is understood that your communication of intent of a planned gift is revocable, can be modified at any time and is not legal binding. Your communication of intent is helpful in MORC’s long-term planning.
Sample Bequest Language
Below is sample bequest language for identifying MORC as a beneficiary. Because circumstances may vary from person to person and to ensure that you get the full benefits provided by the law, donors should discuss this plan with professional tax and estate planning advisors before making a beneficiary designation.
Sample bequest language for an unrestricted gift:
I give _____[the sum, percentage, or description of property] to Minnesota Off-Road Cyclists, Minneapolis, Minnesota, to be used for its general tax-exempt purposes, but without other restriction as to use.
Sample bequest language for a restricted gift:
I give __[the sum, percentage, or description of property] to Minnesota Off-Road Cyclists, Minneapolis, Minnesota, to be [used to support ____].