Thank you for considering Convergence in your future plans! Below is some suggested language to include in your will and/or other estate planning documents for certain types of bequests. However, regardless of the type of bequest you are considering, we strongly urge you to consult your attorney to learn how best to include a bequest in your estate plan and to understand the tax consequences of making such a gift.

Suggested language:

• Unrestricted Bequest of Cash

If you are considering making an unrestricted bequest of cash to Convergence, we recommend the following language:

I hereby give, devise, and bequeath _________ and No/100 dollars ($DOLLARS) to Convergence Center for Policy Resolution, a nonprofit organization located at 1775 Eye Street NW, Suite 1150-287, Washington, DC 20006, Federal Tax ID #32-0280279, for Convergence’s general uses and purpose. Reasonable administrative costs may be charged to this gift.

• Expendable Bequest of Cash for a Specific Purpose

If you are considering making a bequest of cash to Convergence to support a particular program or activity of Convergence, we recommend the following language:  I hereby give, devise, and bequeath ________ and No/100 dollars ($DOLLARS) to Convergence Center for Policy Resolution, a nonprofit organization located at 1775 Eye Street NW, Suite 1150-287, Washington, DC 20006, Federal Tax ID #32-0280279, to support the following purposes: [insert specific purposes]. Reasonable administrative costs may be charged to this gift.

• Unrestricted Endowed Bequest of Cash

If you are considering making an endowed bequest of cash to Convergence, we recommend the following language: 

I hereby give, devise, and bequeath ________ and No/100 dollars ($DOLLARS) to Convergence Center for Policy Resolution, a nonprofit organization located at 1775 Eye Street NW, Suite 1150-287, Washington, DC 20006, Federal Tax ID #32-0280279. The property comprising this gift may, for investment purposes, be commingled with any of the investment assets of Convergence, but the gift shall be entered in Convergence’s books and records as an endowment fund within the meaning of applicable law, which is not wholly expendable on a current basis. The gift will be known as the ________ Fund (the “Fund”).  Reasonable administrative costs may be charged to the Fund. Convergence may appropriate for expenditure or accumulate so much of the Fund as Convergence determines is prudent to support its objects and purposes, in accordance with applicable law and Convergence’s spending policies in effect from time to time. It is my intent, in order to best fulfill the purposes of Convergence, that Convergence shall have flexibility in appropriating and spending from the Fund.

• Bequest of Non-Cash Property or Percentage of an Estate

If you are considering making a bequest of property other than cash, or if you are considering bequeathing a percentage of the total value of your estate, we recommend that you consult with your attorney to determine the applicable tax consequences and appropriate language for inclusion in your will or other estate planning documents.