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Key Training Center
130 Heights Avenue, Inverness, Florida
 34452-4571
Administration Office
 (352) 795-5541 Voice
(352) 795-1805 FAX
TDD (800) 545-1833
Ext. 347
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Wills & Bequests

Wills and bequests are the most common form of planned gift. A donor may leave cash, securities, retirement account assets or property to the Key Center Foundation. Bequests can be designated for a particular purpose, or be unrestricted.

There are several types of bequests:

Specific Bequest

Give by will a specific dollar amount or piece of property. (For example: I bequeath to the Key Center Foundation the sum of $10,000.)

Residuary Bequest

Give by will all or a portion of the donor’s assets, after all debts, taxes, expenses, and other bequests have been paid. (For example, I bequeath to the Key Center Foundation 25% of the rest and remainder of my estate.)

Contingent Bequest

Donate assets if the donor’s primary beneficiaries are no longer living. (For example: If John Jones and Jill Jones should predecease me, I give and bequeath my estate to the Key Center Foundation.)

Restricted Bequest

Give an amount to be used for a specific purpose such as to create a named endowment fund ($5,000 minimum), or to a specific program for the developmentally disabled.



The Key Center Foundation will be pleased to assist potential donors to design a planned gift. Contact Call Iris Whittaker, at 352.527.8228 or E-mail at
iwkcf@keytrainingcenter.org.

 

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