The Chamber Welcomes Gifts of Cash, Bequests and Estate Gifts
Individuals wish to support the mission of the Surprise Regional Chamber of Commerce may do so in a variety of ways.
To make an immediate gift Click Here.
If you would like to make a provision in you will or other estate plan read the information below.
Bequests and Estate Plan Gifts
A bequest is a gift from your estate—a transfer of cash, securities, or other property made through your estate plans. You can make a bequest to Surprise Regional Chamber of Commerce by including language in your will or living trust leaving a portion of your estate to the university, or by designating Surprise Regional Chamber of Commerce as a beneficiary of your retirement account or life insurance policy.
Remembering Surprise Regional Chamber of Commerce with a bequest from your estate will help sustain and strengthen the chamber and the community in years to come. Some of the advantages of creating a bequest include:
- A bequest costs nothing now, yet gives you the satisfaction of knowing you have provided for Surprise Regional Chamber of Commerce in the future
- You retain control of and use of your assets during your lifetime
- You may modify your bequest if your circumstances change
If you let Surprise Regional Chamber of Commerce know of your plans, we will be able to thank you now and recognize you as a member of our Summit Circle Society
Making a Bequest
A bequest to Surprise Regional Chamber of Commerce can be made for a specific amount, for a percentage of your estate, or for all or a portion of what is left after you have made bequests to your family. To make a gift to Surprise Regional Chamber of Commerce from your estate, you must sign a new will or living trust instrument, add a codicil to your present will, or make an amendment to your present trust instrument.
Alternatively, you can designate Surprise Regional Chamber of Commerce as a beneficiary of a retirement plan or life insurance policy. To do so, contact the retirement plan administrator or life insurance company and complete the appropriate beneficiary designation form
Planning Your Bequest
- An unrestricted bequest allows the Chamber to determine how to use the funds based on its most pressing needs. Unrestricted bequests are extremely valuable because the Chamber can use them to flexibly meet its future needs.
- A restricted bequest directs assets to a specific program or our building fund. The sample language below shows how to word gifts to be restricted to specific schools or for Because each restricted bequest is unique, the Surprise Regional Chamber of Commerce encourages donors considering this type of gift to speak with a member of our staff about the appropriate language.