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Suggested Forms

The following suggested forms are only examples. Many donors wisely prefer to have their bequests consist of a stated percentage of the net estate. Staff members in the NASW Foundation are available to consult with donors about bequests, but personal legal advice should always be secured. The most simple bequest is an:

Unrestricted Bequest

I give to the NASW Foundation ($_______).

Endowment For General Purposes

I give to the NASW Foundation _____% of my estate (or $______).

The principal of this gift shall be held and may be commingled with other funds of the NASW Foundation for investment. The income may be expended for any purpose within the charitable corporate purposes of the NASW Foundation. (The following sentence is optional.) This gift is made in memory of _________ and shall be known as the ________Fund.

Endowments And Special Purpose Funds

I give to the NASW Foundation, ($_______) to establish the __________ [Memorial] Fund. [NOTE: If the fund is to be an endowment, please include the following sentence: The principal of this gift shall be held and may be commingled with other funds of the NASW Foundation for investment.] The (________) [“net income” if endowed OR “funds” if not endowed] shall be used to ([provide the _________Scholarship], [augment staff/researcher salaries], [support research in________], etc.). If it is found by the Board of Directors of the NASW Foundation that all or part of the income cannot be used to the best advantage for the above purpose, then all or any balance of the income not so expended may be used for any purpose approved by said Board of Directors which is within the charitable corporate purposes of the NASW Foundation.

Bequest to be Wholly Used for Special Purposes:

I give to the NASW Foundation ($___). This gift shall be entered on the records of the NASW Foundation as the ________[Memorial] Fund and shall be used both as to principal and income for (here describe in broad general terms the desired purpose so that by inadvertence in choice of words, the wishes of the donor and the most advantageous uses by the NASW Foundation shall not be hindered.) If it is found by the Board of Directors of the NASW Foundation that all or part of this gift cannot be used to the best advantage for the above purpose, then all or any balance of this gift not so expended may be used for any purpose approved by said Board of Directors which is within the charitable corporate purposes of the NASW Foundation.

Contingent Gift

If any of the above-named beneficiaries predeceases me, then I give the amount or property that would otherwise have been given to that beneficiary absolutely, to the NASW Foundation.

Residual Bequest

I give all the rest, residue, and remainder of my estate to the NASW Foundation.

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NASW Foundation Annual Fund

The Foundation implements an annual fundraising campaign to fulfill, expand, and amplify its core mission and programs. The Foundation raises dollars to fund essential operating expenses, including staff salaries, overhead, and programmatic costs. Learn More >>

NASW Foundation Donors and Partners

The Foundation works to enhance the well-being of individuals, families, and communities through the advancement of social work practice. The Foundation extends its thanks to all NASW members and friends who kindly provide financial support. Learn More >>

Memorials and Tributes . . .

To honor living individuals, deceased colleagues, mentors, friends, or loved ones, by making a tax-deductible contribution please visit our Memorials and Tributes section. All gifts will be acknowledged on the NASW Foundation website and gifts of $100, or more, will be acknowledged in NASW's new magazine Social Work Advocates, which is published six times each year. You can also leave tributes to NASW friends who have passed away on the NASW Foundation Blog.

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