ARICA INSTITUTE, INC.

INCLUDING ARICA INSTITUTE AND/OR
THE OSCAR ICHAZO FOUNDATION
IN YOUR WILL OR LIVING TRUST

If you wish to include Arica Institute, Inc., and/or The Oscar Ichazo Foundation in your will or living trust, we recommend as a first step that you contact your attorney to create (or amend) your personal estate and charitable gift plans.

Options to discuss with your attorney include naming Arica Institute, Inc., and/or The Oscar Ichazo Foundation as a beneficiary of a percentage of your estate, or a set dollar amount, or of a particular asset. If applicable, your estate is entitled to an estate tax deduction for the full value of your bequest.

SAMPLE LANGUAGE

If you wish to include a bequest to Arica Institute, Inc., and/or The Oscar Ichazo Foundation in your will or trust, we suggest sharing the following language with your attorney:

“I give to Arica Institute, Inc., a non-profit, tax-exempt 501(c)(3) organization incorporated by the laws of the State of New York, currently having a mailing address of PO Box 645, Kent, CT 06757-0645 the sum of $___ (or, __ percentage of my estate) (or, ___ percentage of my residuary estate) to be used for its general purposes.”

“I give to The Oscar Ichazo Foundation, a non-profit, tax-exempt 501(c)(3) organization incorporated by the laws of the State of California, currently having a mailing address of PO Box 1246, Kihei, HI 96753 the sum of $___ (or, __ percentage of my estate) (or, ___ percentage of my residuary estate) to be used for its general purposes.”

Another possibility is to name Arica Institute and/or The Oscar Ichazo Foundation a contingent beneficiary of assets you have designated for a loved one, should that person no longer be alive at the time of your death.

PLANNING FOR ARICA INSTITUTE AND/OR THE OSCAR ICHAZO FOUNDATION THROUGH BENEFICIARY DESIGNATIONS

Many estate assets may be transferred outside of your will. These include qualified retirement plan assets, bank and brokerage accounts and the proceeds from life insurance policies. You may name Arica Institute and/or The Oscar Ichazo Foundation as a beneficiary of these assets, or as a contingent beneficiary in the event that the loved one you named as primary beneficiary is no longer living at the time of your death.

To name Arica Institute as a beneficiary you may need to provide the following information on your beneficiary designation form:

Address: Arica Institute, PO Box 645, Kent, CT 06757-0645
Tax ID #: 13-2687268

To name The Oscar Ichazo Foundation as a beneficiary you may need to provide the following information on your beneficiary designation form:

Address: The Oscar Ichazo Foundation, PO Box 1246, Kihei, HI 96753
Tax ID #: 54-2097007.