Gifts Through Wills or Estates
Making the AGC Education and Research Foundation a beneficiary or a partial beneficiary of an estate is an easy and efficient process. A simple codicil, or addendum, is all a donor needs. The AGC Foundation can provide wording and instructions for making such a change. A donor can add the AGC Education and Research Foundation to a will in several ways:
- Leave AGC Education and Research Foundation an outright gift of money in your will
- Leave AGC Education and Research Foundation a percentage of your estate
- Make AGC Education and Research Foundation the residual beneficiary of your estate
- Leave AGC Education and Research Foundation a specific asset in your estate (a piece of real estate, interest in a business, stock account, a savings account, a bond fund, etc.
Sample Bequest Language and Legacy Commitment Form
Sample Bequest Language
The following are examples of how to indicate a general or undesignated gift to the Associated General Contractors Education and Research Foundation.
Sample Bequest of Remainder of Estate*
"I give, devise, and bequeath to the Associated General Contractors Education and Research Foundation, Tax ID #52-6083465, all [or state the fraction or percentage] of the
rest, residue, and remainder of my estate, both real and personal.”
Sample Bequest of Specific Amount*
"I give, devise, and bequeath $_____ to the Associated General Contractors Education and Research Foundation, Tax ID #52-6083465, for its general purposes.
*These are merely suggestions as to content and should be written or adapted by legal counsel to fit the contributor's individual situation
By making us aware that the AGC Education and Research Foundation is included in your estate plans, your generosity can be recognized a member of the AGC ERF Constructors Legacy Society.
Please complete and submit our online Legacy Commitment Form, or have your financial advisor provide a declaration letter to Keith Dillon, Executive Director, AGC Education and Research Foundation, 2300 Wilson Blvd., Suite 300, Arlington, VA 22201, or via email at keith.dillon@agc.org.
The AGC Education and Research Foundation cannot provide legal or financial advice. The purpose of this website is to provide general gift, estate, and financial planning information. Watch for tax revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.