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Sample Bequest Language

The following examples of statements may be helpful for you or your attorney in drafting a bequest designation:

Bequest - unrestricted use

I give, devise, and bequeath to United Way of York County, a Maine nonprofit having EIN 01-0276862 or its successor-in-interest, (the sum of $_____) (the following asset) (____percent of my adjusted gross estate) or (the rest, residue, and remainder of my estate). This gift shall be used to further the organization's mission as the Board of Directors in their discretion may deem appropriate.

 

Bequest - restricted use

I give, devise, and bequeath to United Way of York County, a Maine nonprofit having EIN 01-0276862 or its successor-in-interest, (the sum of $_____) (the following asset) (____percent of my adjusted gross estate) or (the rest, residue, and remainder of my estate). This gift shall be used for (state purpose) if and for so long as the Board of Directors of the Organization determines that the need exists. If the reason it is not possible (or prudent) for the bequest to be used as originally intended, the Board of Directors may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above.

 

Helpful link:

Planned Giving Resources

 

This information is not intended as legal, tax or investment advice. Please consult an attorney, tax professional or investment professional for such advice.