<div dir="ltr">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. <a href="https://www.cf-sc.org/wp-content/uploads/2021/09/Leave-a-Legacy-Language-for-Your-Will-CFSC.pdf">https://www.cf-sc.org/wp-content/uploads/2021/09/Leave-a-Legacy-Language-for-Your-Will-CFSC.pdf</a></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Jun 13, 2024 at 2:16 PM Sharon Rutberg <<a href="mailto:sharon@salmonbaylaw.com">sharon@salmonbaylaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left-width:1px;border-left-style:solid;border-left-color:rgb(204,204,204);padding-left:1ex"><div class="msg2437429260407227928">
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<p class="MsoNormal">Hello, listmates –<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">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?
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<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">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.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Many thanks,<u></u><u></u></p>
<p class="MsoNormal">Sharon <u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:Verdana,sans-serif;color:black">Sharon Rutberg, Attorney at Law</span><span style="color:black"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:Verdana,sans-serif;color:black">Salmon Bay Law Group, PLLC</span><span style="color:black"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:Verdana,sans-serif;color:black">1734 NW Market St.</span><span style="color:black"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:Verdana,sans-serif;color:black">Seattle, WA 98107</span><span style="color:black"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:Verdana,sans-serif;color:black">206-735-3177, ext. 1</span><span style="color:black"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:black"><a href="mailto:sharon@salmonbaylaw.com" target="_blank"><span style="font-size:9pt;font-family:Verdana,sans-serif;color:rgb(5,99,193)">sharon@salmonbaylaw.com</span></a></span><span style="font-size:9pt;font-family:Verdana,sans-serif;color:black">
</span><span style="color:black"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:Verdana,sans-serif;color:black">Website:
<a href="http://www.salmonbaylaw.com/" target="_blank"><span style="color:rgb(5,99,193)">www.salmonbaylaw.com</span></a></span><span style="color:black"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:Verdana,sans-serif;color:black">Washington State Bar #47055<br>
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