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, and it also gives you flexibility. No other planned gift is as simple to make or as easy to modify as your life circumstances change.

In as little as one sentence, you can complete your gift. Below is an example of wording to help you structure your intention.

Sample Language for Your Will

“I give to Voyageur Outward Bound School of 1650 Carroll Avenue, St. Paul, MN 55104, Tax ID 41-0877459, or to its successor thereto, ______________ [specific sum or percentage of the estate or description of property]. This gift should be used for _____________ [state general purpose such as operations, endowment or capital needs].”

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

Naming Voyageur Outward Bound School In Your Assets

Not everyone wants to commit to making a gift in their will or estate plan. Some people prefer the increased flexibility that a beneficiary designation provides. 

It is very simple to name Voyageur Outward Bound School as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider’s website. Make your desired changes and return the form to establish your gift.

Use this information to make your designation:
Legal Name: Voyageur Outward Bound School
Address: 1650 Carroll Avenue, St. Paul, MN 55104
Federal Tax ID Number: 41 – 0877459

Retirement Plan

You can name Voyageur Outward Bound School as a beneficiary of your IRA, 401(k), or another retirement plan, while reserving more favorably taxed assets for your heirs.

Life Insurance

By naming Voyageur Outward Bound School as a beneficiary, you can turn a life insurance policy into a significant contribution. Estate tax benefits may apply.

Donor-Advised Fund 

If you have a donor-advised fund, you may be able to name Voyageur Outward Bound School as a beneficiary to receive a percentage of the remaining fund balance after your lifetime.

You can also name Voyageur Outward Bound School as a beneficiary of the following assets:

• Commercial Annuities
• Bank Accounts
• Certificates of Deposit
• Brokerage Accounts

If you have built a sizable estate, making a legacy gift through a Charitable Trust may allow you to give more than you thought possible. A Charitable Trust can help you make the most of your existing assets and resources, while also providing tangible financial benefits for you and your family–today and in the future.

Charitable Remainder Trust

You can make a gift of assets to a charitable remainder trust and receive income for yourself and/or loved ones in return. The remaining assets would go to Voyageur Outward Bound School. 

Savings in income and capital gains tax may result. Contact your estate planning advisor for more information.

Charitable Lead Trust

By establishing a charitable lead trust you can provide income for Voyageur Outward Bound School for a period of time, with the balance passing to your heirs. 

This gift allows you to create an impact at Voyageur Outward Bound School now. Contact your estate planning advisor for more information.

With the help of our visionary donors, we are building a robust endowment to sustain VOBS for years to come. Endowment funds are permanently restricted dollars that provide interest income to support scholarships, operations and programs in perpetuity.

Current Endowment Funds Include:

• Voyageur Outward Bound School Legacy Scholarship Endowment
• David and Janis Larson Family Leadership Scholarship Endowment
• Mark M. Moeller Scholarship Endowment
• Voyageur Outward Bound School Operations Endowment

To contribute to an existing endowment fund, please contact the development office at [email protected] or 651-401-0637. 

We welcome inquiries about creating new endowments, which can be started with a minimum investment and designated for a specific purpose mutually agreed upon by the donor and Voyageur Outward Bound School.