PLANNED GIVING
Wills/Trusts/Life Insurance

Help a girl achieve greatness

Bequests are donations that are made through a will or a living trust. You can donate to The Epworth Foundation (EF) through your estate planning by naming EF in your will for a specific amount or percentage share in your estate.

Please find links to our codicils:
Codicil Special Bequest sum of template PDF
Codicil Special Bequest percentage of template PDF

Another way to donate to EF is to name our organization as the beneficiary of an existing or new life insurance plan. This is a low-cost option, and your premium payments may be tax-deductible. EF must be named as the owner and beneficiary of the insurance policy for it to be tax-deductible.

Bequest Sample Language
The following are suggested forms for bequests that may be used by a testator or lawyer when writing a bequest to The Epworth Foundation (EF).

A Specific Legacy
“I give and bequeath my collection of “state item here” to The Epworth Foundation Young Women of worth Programme, I BELIEVE IN EPWORTH TRUST P/BAG, X 08 SCOTTSVILLE, 3209, South Africa.

An Unrestricted Gift
“I give and bequeath to The Epworth Foundation Young Women of Worth Programme, I BELIEVE IN EPWORTH TRUST P/BAG, X 08 SCOTTSVILLE, 3209, South Africa, the sum of R (or % of my estate; or the property described herein) for its general purposes.”

A Restricted Gift
“I give and bequeath to The Epworth Foundation Young Women of Worth Programme, I BELIEVE IN EPWORTH TRUST P/BAG, X 08 SCOTTSVILLE, 3209, South Africa, the sum of R (or % of my estate) to be used for (specify purpose).

Important: EF urges you to consult with your legal advisors in the drafting of your will. The above information is to serve as a guideline only and not as a substitute for professional legal counsel. Your legal counsel can advise you on the most appropriate way to remember EF in your will.

Documents to download
Pledge Form
Debit Order Form