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The following e-Brochures provide additional information on a variety of gift plan options. Choose as many titles as you wish, and we will email them to you.

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Writing or updating your will can feel overwhelming. Let us help you simplify the process by sending you our free Will and Estate Planning Guide, designed to walk you through the process of considering your goals, determining how you want your assets distributed, and organizing the relevant documents.

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Will and Estate Planning Guide
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Additional Brochures
In addition to the Will and Estate Planning Guide, please send me the following brochure(s):

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If you would like to know more about a specific gift option, please complete the form below and we will be happy to provide helpful information.

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IRA owners age 73 and older may need to take annual required minimum distributions (RMDs) from their accounts. Use our RMD Calculator to determine the amount you are required to withdraw. To learn about gift options that count toward your RMD, visit our Gift from an IRA page.

Making a gift in your will or with a beneficiary designation?

Here is the language you’ll need to use.

PLANNED GIVING: Examples of Will and Trust language for monetary gifts to Sayre School

This version is for an unrestricted bequest (bequest is a term used in a Will for other-than-real-property; real property is a devise):

Specific Bequest.  I hereby give and bequeath the sum of ___________________ [spell the dollar amount e.g. Ten Thousand Dollars followed by the amount in numerals in parenthesis e.g. ($10,000.00)], to Sayre School, an IRS 501(c)(3) organization, located at 194 N Limestone, Lexington, KY 40507, Tax Identification Number 61-0449657, contact Director of Advancement (859) 254-1361 or develop@sayreschool.org, for such uses and purposes as its governing board shall deem necessary and advisable.

This version is for a restricted bequest, namely a bequest to Sayre’s permanent endowment

Specific Bequest.  I hereby give and bequeath the sum of ___________________ [spell the dollar amount e.g. Ten Thousand Dollars followed by the amount in numerals in parenthesis e.g. ($10,000.00)], to the permanent restricted endowment of Sayre School, an IRS 501(c)(3) organization, located at 194 N Limestone, Lexington, KY 40507, Tax Identification Number 61-0449657, contact Director of Advancement (859) 254-1361 or develop@sayreschool.org.

This  is an example of  what a completed provision in a Last Will would look like

Specific Bequest.  I hereby give and bequeath the sum of Ten Thousand Dollars ($10,000.00) to the permanent restricted endowment of Sayre School, an IRS 501(c)(3) organization, located at 194 N Limestone, Lexington, KY 40507, Tax Identification Number 61-0449657, contact Director of Advancement (859) 254-1361 or develop@sayreschool.org.

This is an example of a Distribution from a Trust to Sayre School

Cash Distribution to Sayre School.  The sum of Ten Thousand Dollars ($10,000.00) shall be distributed to the permanent restricted endowment of Sayre School, an IRS 501(c)(3) organization, located at 194 N Limestone, Lexington, KY 40507, Tax Identification Number 61-0449657, contact Director of Advancement (859) 254-1361 or develop@sayreschool.org.

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