For your ease, we’ve included several forms that will cover most of the situations you and your clients would choose. Obviously, the language is flexible, but we do urge that you talk with us to ensure that we can execute your choices.

• Sample Language for Trust or Bequest to Establish a Field of Interest or Designated Fund
• Sample Language for Trust or Bequest to Establish an Unrestricted Fund
• Sample Pooled Income Fund Agreement
• Sample Language for Inter Vivos, Charitable Remainder Unitrust