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Making a Bequest or Retirement Plan Designation

Thank you for considering a gift to CBC through your estate plan.  Your gift will enable CBC to continue its mission of enriching the lives of New Bedford area residents through boating by making the gift of boating and water access available to future generations of New Bedford.  By naming CBC in your estate plan, you also become a member of the Clarke Society, named in honor of CBC founder JoAnne Clarke.  Members are recognized in various CBC publications and are honored at an annual luncheon.  When preparing or amending your will, your attorney can use the following language to make a gift to CBC.

A Bequest of a Specific Dollar Amount:

“I give, devise and bequeath to Community Boating Center, Inc., a non-profit organization located in New Bedford, Massachusetts, the specific amount of $_________.  I prefer that the bequest be used for [insert purpose, if any] but give Community Boating Center, Inc. the authority and discretion to apply the funds to an area of need, keeping in mind the original purpose.”  

A Bequest of Specific Property (e.g., real estate, stocks, boats)

“I give, devise and bequeath to Community Boating Center, Inc., a non-profit organization located in New Bedford, Massachusetts, [describe property].

A Bequest of the Residual Estate (i.e., the property remaining in the estate after the specific bequests have been paid)

“I give, devise and bequeath to Community Boating Center, Inc., a non-profit organization located in New Bedford, Massachusetts, _____% of my residual estate.  I prefer that the bequest be used for [insert purpose, if any] but give Community Boating Center, Inc. the authority and discretion to apply the funds to an area of need, keeping in mind the original purpose.”

IRA, 401(k), 403(b) or Other Retirement Plan designations.

Contact the bank or plan administrator and ask for a beneficiary designation form.  You can give all (100%) or part of your account to CBC.  Simply complete the designation for and return it to the Plan Administrator.

Please contact Peter M. Durant, Executive Director, at (508) 992-6219 or pdurant@communityboating.org with any questions.

1641 Padanaram Avenue New Bedford MA  02740  (508) 992-6219-phone (508) 999-3320-fax
© Community Boating Center, Inc. 1998   All rights reserved.