A testamentary gift under a will or revocable trust is flexible. At your death, you can leave gifts to your loved ones as well as to the Casa de la Luz Foundation. A testamentary gift gives your estate an immediate charitable deduction and can result in estate tax savings if your net worth is above the current estate tax exemption. Each individual’s situation is unique so please contact your financial advisor to determine what tax advantages are available to you.

If you wish to leave a bequest to Casa de la Luz Foundation, here is some sample language to share with your estate planning attorney.

Specific Bequest
“I give the sum of $_______ [or _______ shares of _________ stock or ___________ name of asset] to Casa de la Luz Foundation, 7740 N. Oracle Road, Tucson, Arizona, 85704.”


Percentage Bequest
“I give _________% of the balance of my estate/trust to Casa de la Luz Foundation, 7740 N. Oracle Road, Tucson, Arizona, 85704.”


Residuary Bequest
“I give the residue of my estate [or the balance of my trust], both real and personal, to Casa de la Luz Foundation, 7740 N. Oracle Road, Tucson, Arizona, 85704.”


Contingent Beneficiary
“If, or to the extent, my [will] [trust] does not provide for distribution of my estate, or any part thereof, such interest shall be distributed to Casa de la Luz Foundation, 7740 N. Oracle Road, Tucson, Arizona, 85704.”