[WSBAPT] PR discretion to assess quality of charitable beneficiaries

[Chandra Lewnau]

The client could name a fund at a local community foundation. Funds usually
support particular types of charitable endeavors. You are relying on the
foundation to do the work of making sure the supported charities are still
worth supporting. She can also set up her own fund. See this page of sample
language from the Community Foundation of Snohomish County.
https://www.cf-sc.org/wp-content/uploads/2021/09/Leave-a-Legacy-Language-for-Your-Will-CFSC.pdf

On Thu, Jun 13, 2024 at 2:16 PM Sharon Rutberg <sharon at salmonbaylaw.com>
wrote:

> Hello, listmates –
>
>
>
> A client has asked if she can include in her will a requirement that the
> PR withhold a distribution to a named charitable beneficiary that has
> fallen below a certain quality, tested in some way such as a low score on
> Charity Navigator.  Has any of you successfully given the PR discretion to
> refuse a charitable distribution on a basis such as this?
>
>
>
> I told client that doing so could cause trouble come probate time, and
> that it might be better if she checks her named charities every few years
> and makes changes on her own as she sees fit. However, I also agreed to see
> if someone out there has another solution.
>
>
>
> Many thanks,
>
> Sharon
>
>
>
> Sharon Rutberg, Attorney at Law
>
> Salmon Bay Law Group, PLLC
>
> 1734 NW Market St.
>
> Seattle, WA 98107
>
> 206-735-3177, ext. 1
>
> sharon at salmonbaylaw.com
>
> Website: www.salmonbaylaw.com
>
> Washington State Bar #47055
>
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