Tax Benefits

Your bequest to FKHDF may qualify your estate for a charitable deduction equal to the entire amount of the bequest. Consult your tax or financial adviser for further information.

Sample Bequest Language

Unrestricted Bequest. I give and bequeath to Florida Keys History & Discovery Foundation, Inc., a non-profit organization (Tax ID #46-1936911), with a principal business address of 82100 Overseas Highway, Islamorada, FL 33036, for its general purposes, the sum of _____________________ Dollars ($______ )
– OR –
______% of my residuary estate.

An unrestricted will or bequest allows your support to be used in the area of greatest need.

Sample Restricted Bequest Language

I give and bequeath to Florida Keys History & Discovery Foundation, Inc., a non-profit organization (Tax ID #46-1936911), with a principal business address of 82100 Overseas Highway, Islamorada, FL 33036, the sum of _____________ dollars ($______ )
– OR –
______% of my residuary estate to support _____________________ (e.g, education, programming, exhibits or scholarships for graduate students working at FKHDF).

If you have a more specific purpose in mind, please contact us so we can work with you to ensure that your wishes are met.

Sample Beneficiary Designation

To include Florida Keys History & Discovery Foundation, Inc. by beneficiary designation, the below wording should be used: Florida Keys History & Discovery Foundation, Inc., a Florida nonprofit corporation, with a principal business address of 82100 Overseas Highway, Islamorada, FL 33036. Tax ID: 46-1936911.

Sample Codicil

Please have your will or codicil drafted by an attorney who is familiar with the estate laws of the state where you live. We are not engaged in legal or tax advisory service. The purpose of this SAMPLE CODICIL is to provide general gift, estate, and financial planning information. Watch for tax revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. ADVICE FROM LEGAL COUNSEL SHOULD BE SOUGHT WHEN CONSIDERING THESE TYPES OF GIFTS.
Sample Codicil

This information is intended to provide general gift planning information. Our organization is not qualified to provide specific legal, tax or investment advice, and this information should not be looked to or relied upon as a source for such advice. Consult with your own legal and financial advisors before making any gift.

For more information on preparing your will or additional planned giving options, please click here.