Next Steps
Recommended Language
To leave a gift to Yerkes Observatory in your will or trust, simply share the language below with your financial planner or attorney.
For Unrestricted Support
I, [Name], give, devise, and bequeath to Yerkes Future Foundation, 373 W Geneva St, Williams Bay, WI 53191, or any successor thereto by merger, consolidation or otherwise, (insert the amount, type of property, or percentage of estate) to be used as unrestricted support of the mission of Yerkes Observatory.
For Purpose Restricted Support
I, [Name], give, devise, and bequeath to Yerkes Future Foundation, 373 W Geneva St, Williams Bay, WI 53191, or any successor thereto by merger, consolidation or otherwise, for the Yerkes Endowment, subject to the policies and procedures established for the endowment by the Yerkes Board of Directors, and as may be amended or set in future.
Please consult with Yerkes leadership for larger gifts, gifts intended to endow programs, positions or spaces, or for gifts with restrictions outside of the four areas listed above.Yerkes wishes to ensure your intentions are understood and can be met, now and in the future. Gifts that do not comply with Yerkes’ board-approved gift policy may be considered to be unrestricted. Yerkes is happy to provide the policy to your or your advisors as you consider an estate gift.
The material presented on this site is not offered as legal or tax advice. For assistance with your particular information, please consult your attorney, tax advisor, financial advisor, or other professional.
