You can help perpetuate the work of The ISIS Foundation by remembering the Foundation in your will.
We welcome the gift of residue of an estate, outright/pecuniary bequests, or bequests of property. We would ask that where possible, due to the changing needs of the Foundation, its partner organisations, and the people we serve on the ground, that bequests be made for general use rather than for specified projects.
There may be significant tax benefits associated with including The ISIS Foundation in your will, and these will vary depending upon the country in which you are a resident for taxation purposes.
Although you will need to consult with your own tax attorney/solicitor before finalising wording for your bequest, to ensure that the wording below is appropriate at the time of making the bequest, the following can be used as a broad guideline for UK and USA donors:
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UK Wording
"I give (proportion of the reside of your estate, or specified sum of money, or particular item etc.) absolutely to The ISIS Foundation (UK), Charity Number 109 8152."
USA Wording
The ISIS Foundation in Bermuda is able to accept tax deductible donations from US citizens by virtue of our involvement with the International Charitable Fund of Bermuda (ICFB). ICFB's role is to source and encourage US donations to Bermudian charities. As such, bequests to The ISIS Foundation must be sent to ICFB with a recommendation that they be directed to our charity where possible.
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For a residuary bequest:
" All (or __ %) of the rest, residue and remainder of my estate which I may own or be entitled to at the time of my death, I give, devise and bequeath to the International Charitable Fund of Bermuda. Subject to their usual procedures for review and evaluation of gifts, I would like these funds to be directed towards a charity which does work in the area of health care and education for children in the developing world, such as The ISIS Foundation."
For an outright bequest:
" I give and bequeath to the International Charitable Fund of Bermuda the sum of ... dollars exclusively for its charitable purposes. Subject to their usual procedures for review and evaluation of gifts, I would like these funds to be directed towards a charity which does work in the area of health care and education for children in the developing world, such as The ISIS Foundation."
For a bequest of property:
"I hereby give my (full description of item and location) to the International Charitable Fund of Bermuda. Subject to their usual procedures for review and evaluation of gifts, I would like this property to be directed towards a charity which does work in the area of health care and education for children in the developing world, such as The ISIS Foundation. If, after diligent evaluation of the property, it appears to the recipient of this property to be impractical to maintain the property for charitable purposes, I authorize the sale or disposition of the property at their sole discretion."
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Please contact your nearest ISIS office if you would like to make a bequest, so we can assist you further, or alternatively email us at donations@isis.bm. |

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