Gift Planning
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John Cobb Legacy Fund's Bequest Language

One way for you to further the work initiated by John Cobb is to leave a bequest to the John Cobb Legacy Fund. A bequest is a gift made to charity in your will or trust, allowing you to continue to use the assets or property you may leave to charity during your life. At the same time, a bequest allows you to leave a lasting legacy for the work of the John Cobb Legacy Fund.

Before meeting with your attorney to make a gift to the John Cobb Legacy Fund, you should consider where you want your support to be used. If you would like to continue the transformational work initiated by John Cobb, you may choose to direct your gift toward the Cobb Institute, the Institute for Ecological Civilization (EcoCiv), or to Process Studies International. Gifts without designation will be shared equally among member charities.

Once you know how you wish to include the John Cobb Legacy Fund in your estate plans, contact us for the correct designations and language (which your attorney will need).

Keep in mind that your gift can be for a specific amount, a percentage, or some portion of the remainder (after family, relatives, and friends have gotten their designated share). We have provided examples below of bequest language to help you in your estate planning.

Types of Bequests


There are a number of ways you can make a bequest to John Cobb Legacy Fund or one of its charities.

Specific Bequest. A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to John Cobb Legacy Fund or one of its charities.

Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to John Cobb Legacy Fund or one of its charities.

Residual Bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to John Cobb Legacy Fund or one of its charities.

Contingent Bequest. A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to John Cobb Legacy Fund or one of its charities.

Bequest Benefits


A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

Bequest Language


In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to John Cobb Legacy Fund or one of its charities in your estate plan. We have provided some basic bequest language to assist you and your attorney. Please contact us in advance for more specific information.

1. Specific Bequest

If you are considering making an outright bequest to John Cobb Legacy Fund or one of its charities, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to John Cobb Legacy Fund c/o Institute for Ecological Civilization, a nonprofit organization located at PO Box 16483, San Diego, CA, 92176, Federal Tax ID #81-2533082. (Gifts may be designated for one or more of the Cobb Legacy Fund's member charities). I understand this bequest will be for either the specified designation or for the charity's general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to John Cobb Legacy Fund c/o Institute for Ecological Civilization, a nonprofit organization located at PO Box 16483, San Diego, CA, 92176, Federal Tax ID #81-2533082. (Gifts may be designated for one or more of the Cobb Legacy Fund's member charities). I understand this bequest will be for either the specified designation or for the charity's general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to John Cobb Legacy Fund c/o Institute for Ecological Civilization, a nonprofit organization located at PO Box 16483, San Diego, CA, 92176, Federal Tax ID #81-2533082. (Gifts may be designated for one or more of the Cobb Legacy Fund's member charities). I understand this bequest will be for either the specified designation or for the charity's general use and purpose.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to John Cobb Legacy Fund or one of its charities, we recommend the following language:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to John Cobb Legacy Fund c/o Institute for Ecological Civilization, a nonprofit organization located at PO Box 16483, San Diego, CA, 92176, Federal Tax ID #81-2533082. (Gifts may be designated for one or more of the Cobb Legacy Fund's member charities). I understand this bequest will be for either the specified designation or for the charity's general use and purpose.

3. Residual Bequest

I hereby give, devise and bequeath to to John Cobb Legacy Fund c/o Institute for Ecological Civilization, a nonprofit organization located at PO Box 16483, San Diego, CA, 92176, Federal Tax ID #81-2533082, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to [member charity name] for its use and purpose.

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to John Cobb Legacy Fund c/o Institute for Ecological Civilization, a nonprofit organization located at PO Box 16483, San Diego, CA, 92176, Federal Tax ID #81-2533082, DESCRIPTION OF PROPERTY to [member charity name] for its general use and purpose.

Restricted Bequests


If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give John Cobb Legacy Fund or one of its charities flexibility should it no longer be possible for the organization to use your gift as you originally intended:

If, in the judgment of the leadership or Board of John Cobb Legacy Fund or [member charity], it shall become impossible for the organization to use this bequest to accomplish the specific purposes of this bequest, ________________ may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Contact Us


Please contact us if you have any questions about how to make a bequest to John Cobb Legacy Fund or one of its charities or to request any additional information that might be helpful to you and your attorney as you consider making a bequest.

If you have included a bequest for John Cobb Legacy Fund in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.

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John Cobb Legacy Fund
2358 University Avenue #2189
San Diego, CA 92176
619-468-2292
cobblegacy@ecociv.org

The Institute for Ecological Civilization dba John Cobb Legacy Fund is a 501(c)(3) non-profit organization.

Tax ID#: 81-2533082.