PlannedGiving

 
Create Your Plan Free Estate Planning Guide
Text Resize

Bequest Language

Example bequest language - Please feel free to change the numbers or percentages as you desire.

1. Bequest of cash

"I give the sum of $_________ to the ____________________________ Endowment Fund at the Hancock County Community Foundation, Inc., 312 E. Main Street, Greenfield, Indiana 46140. The Community Foundation is an Indiana nonprofit corporation exempt from federal income taxes under Internal Revenue Code ("Code") section 501(c)(3), a public charity described in Code section 170(b)(1)(A)(vi)."

2. Bequest of a percent of the estate

"I give _____% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to the ____________________________ Endowment Fund at the Hancock County Community Foundation, Inc., 312 E. Main Street, Greenfield, Indiana 46140. The Community Foundation is an Indiana nonprofit corporation exempt from federal income taxes under Internal Revenue Code ("Code") section 501(c)(3), a public charity described in Code section 170(b)(1)(A)(vi)."

3. Contingent Bequest

"If my brother John Doe survives me, I devise and bequeath ____% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath____% of my residuary estate, whether real or personal property and wherever located to the ____________________________ Endowment Fund at the Hancock County Community Foundation, Inc., 312 E. Main Street, Greenfield, Indiana 46140. The Community Foundation is an Indiana nonprofit corporation exempt from federal income taxes under Internal Revenue Code ("Code") section 501(c)(3), a public charity described in Code section 170(b)(1)(A)(vi)."
scriptsknown