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.
For more information on any of these options please email, Vicki de Klerk-Rubin at: