Provide for the Validation Training Institute through Your Will or Trust
A bequest is one of the simplest and best ways to make a gift to VTI. You can make a bequest to VTI by including language in your will or trust that leaves:
- A specific dollar amount or asset
- A percentage of your estate
- A portion of or the residue of the estate after specific bequests are paid
- A designation of VTI as a beneficiary of particular assets such as a retirement account, life insurance policy or bank account
Supporting VTI with a bequest offers many advantages, including:
- Financial: you may ease the burden of taxes on your family and may receive estate tax savings
- Simplicity: it only takes a few sentences in your will or trust and anyone can do it. Gifts of all sizes help shape the future and secure VTI’s future financial strength.
- Control: you retain control of your assets during your lifetime, and a bequest can be modified at any time during your lifetime
- Enduring: bequests have a profound impact on the VTI community for generations to come
- Recognition: a bequest qualifies you for a permanent place on our Wall of Honor. Donors of over $10,000 will be offered free, online coaching by Vicki de Klerk-Rubin (Validation Master) for as long as required by the donor.
A bequest to VTI would include language like this:
I give and devise to Validation Training Institute (VTI) (Tax ID# 34-140 6307),
located in Springfield, Oregon,
a) the sum of $ ________________
or b) _____% of my estate
to be used for the VTI Endowment Fund and used as stipulated in the VTI Investment Policy.
A residuary bequest comes to the Validation Training Institute after your estate expenses and specific bequests are paid:
I give and devise to the Validation Training Institute (VTI) (Tax ID# 34-1406307) located in Pleasant Hill, Oregon,
or b) _____% of the rest,
residue and remainder of my estate, both real and personal, to be used for the VTI Endowment Fund and used as stipulated in the VTI Investment Policy.