• Making a bequest to the MoonPath Circle through a will or living trust
• Naming the MoonPath Circle as a beneficiary of an Individual Retirement Account (IRA) or other qualified retirement plan
• Naming the MoonPath Circle as owner/beneficiary of a life insurance policy or financial account
• Making an estate gift of tangible property or real estate
• Naming the MoonPath Circle as beneficiary of a charitable remainder trust or charitable lead trust

Name the MoonPath Circle in Your Will

The most common planned gift is a gift through a Donor’s will, known as a bequest. Ask your attorney how you, a Donor, can arrange a gift of a specific amount, a percentage, or even all or part of the residual of your estate.

The suggested wording for a bequest to the MoonPath Circle is:

For a bequest of a specific sum:

"I give, devise and bequeath to MoonPath Circle, Inc., a Florida not-for-profit corporation, the sum of $________________ for its general purposes."

For a bequest of a percentage of the estate:

"I give, devise and bequeath to MoonPath Circle, Inc., a Florida not-for-profit corporation, _______ percent of the rest, residue and remainder of my estate for its general purposes."

For a contingent bequest:

"If any of the above-named beneficiaries should predecease me, I hereby bequeath his or her share to MoonPath Circle, Inc., a Florida not-for-profit corporation, to be used for its general purposes."

Gifts through bequests are used where need is greatest in a given year. Donors are also welcome to specify a bequest to be applied towards a particular program at MoonPath Circle.

If you would like us to send you more information about planned giving opportunities, please contact: clergy@moonpathcircle.org