Legacy Giving – A Simple Codicil to Your Will
By Nancy Simpson-Banker, Published on September 18, 2017
The Legacy Giving Committee would like to thank all of you who stopped by our table at the Volunteer fair. Many people asked how they could include First Parish in Needham (FPN) in their estate plan with a codicil to their will. You are not required to have an attorney for most legal documents, but often it is a good idea to get legal advice before signing. A codicil is every bit as significant, and has the same binding legal effect, as a will. Wills and codicils must be witnessed by two disinterested witnesses. A notary public is not required, but is a good idea in case there is a subsequent will contest – the notary can testify as to what happened, and as to his or her opinion regarding competence, absence of duress, and the like. The UUA has provided this language for use.
I give ________ [$ amount description of property, or % of estate] to the First Parish in Needham Unitarian Universalist located at23 Dedham Avenue, Needham, MA 02492, for its unrestricted use.
I give to the, First Parish in Needham Unitarian Universalist located at23 Dedham Avenue, Needham, MA 02492, [___ % of my estate or the sum of $________] to be used for [stated purpose]. If at any time in the judgment of the organization’s board of trustees it is deemed impossible or impracticable to carry out the above purpose, the Parish Committee shall determine a purpose as near as possible to that description above.
Please submit a copy of your completed paperwork to the UUA along with the form on the Legacy Challenge website. http://wakenowourvision.org/
If you have questions, reach out to the Legacy Giving Committee – Katie Barnett, Jim Leffingwell, Nancy Simpson-Banker, Eileen and Rick Vincent. Ad hoc members: Bob Rands and Bob Smart.
For more information, see