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Bequests

Including a Gift in Your Will


Adding a provision to your will or trust is a simple way to make a legacy gift. After taking care of loved ones, you can designate a percentage of your estate or a specific sum. A bequest may reduce estate tax. It also gives you flexibility. No other planned gift is as simple to make or as easy to modify, as your life circumstances change.

Below are examples of wording to help you structure your intention.

In as little as one sentence, you can complete your gift.

Sample Language for Your Will

For an unrestricted gift:

"I give to Thompson Island Outward Bound Education Center, Inc. of Box 127, Boston, MA 02127, Tax ID 04-3027900 or to it successor thereto, ______________[specific sum or percentage of the estate or description of property] This gift should be used for _____________ [state general purpose such as capital needs, endowment for education programs, or endowment for infrastructure]."

If you wish to add a gift to Thompson Island Outward Bound in your existing will or trust, contact the attorney who drafted the document and request a simple amendment or addendum.

 

 

 

Donor Profile: Janet Roche

"I believe in the biophilic, environmental, and educational work that Thompson Island Outward Bound does so much so that I put it in my will. Making that change was really easy with my lawyer. I know that with this legacy my dreams of students learning about the beauty and ecosystems of nature will continue for decades to come, and not just on the Island."

Janet has been a supporter for over two decades and has seen our mission evolve to meet the moment as the specific needs of students change over time. As she considers her future legacy, the needs of children are high in her philanthropic priorities. She has made charitable bequests and has designated the remainder of her donor-advised fund to the things she cares about most.

Next Steps


1. Talk to us

We would welcome a conversation with you about how you can benefit Thompson Island Outward Bound as well as your heirs. 

Please contact Hilary Lucier at 617.852.8571 or [email protected].

2. Seek the advice of your financial or legal advisor

3. Use our legal name

If you include Thompson Island Outward Bound in your plans, please use our legal name and federal tax ID.

Legal name: Thompson Island Outward Bound Education Center, Inc.
Address: Box 127, Boston, MA 02127
Federal tax ID number: 04-3027900

4. Keep us informed!

If you have already named Thompson Island Outward Bound Education Center in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. We would also like to welcome you to the Kurt Hahn Society, recognizing planned legacy gifts. Information you share will be kept confidential and we respect any desire to remain anonymous.

Please contact Hilary Lucier at 617.852.8571 or [email protected].  

Thank you!

Please note that Thompson Island Outward Bound cannot provide legal, tax, or financial advice. We recommend you contact your attorneys or other professional advisors when considering changes to your estate plan.

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