To make a bequest to the Balam Foundation, you may use the following language:
 

I give, devise and bequeath to the Balam Foundation, a non-profit corporation in the State of Texas with its principal offices at 220 N Zapata Hwy #11, PMB# 822, Laredo TX 78043-4464, (the sum of $____) (all or ____% of my residual estate) to be used for its general purposes. Balam Foundation’s Federal Tax ID is: 86-1253093.

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There are several ways to make a gift through your will or trust:

• Specific Bequest: Name the Balam Foundation the beneficiary of a 401(k), IRA, marketable securities, or cash.

• Residuary Bequest: Designate the Balam Foundation to receive all or a portion of the remainder of your estate once all specific bequests (to family and friends) have been satisfied.

• Contingent Bequest: Designate the Balam Foundation to receive assets in case your primary beneficiaries (family and friends) predecease you.
   

Donations to the Balam Foundation, a 501(c)3 organization, are tax-deductible to the fullest extent allowed by law. Your estate planner, financial advisor, or accounting professional can advise you on the tax benefits, financial considerations, and savings associated with making a planned gift to the Balam Foundation.

 

Have you already included us in your estate plan?

Please click here to let us know!
 

If you have any questions, please contact Phaedra Barratt at balamfoundation@gmail.com.