Legacy Giving

Gifts Anyone Can Afford

Did you know there are ways to support the Texas Pediatric Society Foundation (TPSF) that
don't affect your current lifestyle or your family's monthly budget?
You can support TPSF with gifts that don't impact the way you live by either designating TPSF
to receive estate assets in the future or by making immediate gifts to us of assets that are "out of
sight and out of mind."

The Benefits

• Your assets remain in your control during your lifetime.
• You can modify your gift to address changing circumstances.
• You can direct your gift to a particular purpose (be sure to check with us to make sure
your gift can be used as intended).

How It Works

• Include a gift to the Texas Pediatric Society in your will or trust. (Here is sample
language for your will.)
• Make your bequest unrestricted or direct it to a specific purpose.
• Indicate a specific amount or a percentage of the balance remaining in your estate or
trust.

Gifts From Your Will or Trust: The Details

Is this gift right for you?

• You want to help ensure TPSF’s future sustainability and strength.
• Long-term planning is more important to you than an immediate income tax deduction.

• You want the flexibility of a gift commitment that doesn't affect your current cash flow.
Your bequest to support our mission should be planned thoughtfully. You should choose the
type of bequest that best suits your personal objectives.
For example, your bequest can be:
• a stated dollar amount
• bequeath a certain percentage of the remainder of their estate — the amount that remains
after paying all debts, costs, and other prior legacies. (You can visit our Sample Gift
Language to get you started.)

Whichever form you prefer, you can direct that your bequest be used for our greatest needs or
for a specific purpose you designate. Whatever your objectives, we will be happy to work with
you in planning a bequest that will be satisfying, economical, and effective in carrying out your
wishes in our important mission.

Will Your Gift Be Restricted?

Gifts to TPSF under a will may be given for unrestricted use, used to support a particular
program, or added to endowment.

In balancing the wish of the donor to benefit a special purpose with our ever-changing financial
needs, advisors recommend that restrictions be described as broadly as possible, avoiding
detailed limitations.

Please let us help you with your sample gift language to TPSF. We will assist you or your
attorney with bequest language that works best for you and us, and can also clarify and advise
you in regard to your interest in benefiting specific aspects of our work.ying, economical, and effective in carrying out your
wishes in our important mission.

SAMPLE GIFT LANGUAGE

Sample Bequest language:
I give, devise and bequeath (specific asset; dollar amount; % of estate; etc.) to the Texas Pediatric
Foundation Society, a nonprofit corporation organized in accordance with the laws of the State of Texas
for the purpose of supporting Texas Pediatric Society, an professional organization of physicians, with its
office being situated in Austin, Texas. The property comprising this gift may be merged, for investment purposes, with any of the general investment assets of the Texas Pediatric Society Foundation.

The distributions from the gift shall be:
a) unrestricted, unless directed by a separate gift agreement.

(or)

b) used to . . . (after consulting with the Foundation, include specific gift-use preference(s) here,
and include the following sentences to ensure your gift remains useful in the future.)
The gift shall be entered in the Foundation's books and records as the (desired name of fund) Fund,
and shall always be so designated.

If, in the judgment of the Texas Pediatric Society Foundation Board of Trustees, changed
circumstances should, at some future time, render the designated use of this fund impracticable,
unwise, or inappropriate, then the Board shall use the fund to further the objectives and purposes
of the Texas Pediatric Society Foundation, giving consideration to my special interest as evidenced
by the purpose described above.