The Legacy Planner

Building legacies and programs that benefit the community and ministries

Suggested Wording for Bequests

Many people have used their wills/trusts to leave a lasting legacy gift as a testimony to their lasting commitment to a specific charity.  This is accomplished by including a "charitable bequest" in one's will or trust.  The clause states that a certain percentage of the estate, a certain dollar amount or a certain asset of the estate shall pass to that charity.

Sample language to use:

"I hereby give ___% (or $ amount or specific assets) to the CHARITY NAME AND ADDRESS, to be used for its charitable purposes."

OR to make a bequest for a particular purpose:

"I hereby give ___% (or $ amount or specific assets) to the CHARITY NAME AND ADDRESS, to be used for ìscholarships, the College of ____________, or other purpose, etc. etc."

If you already have a Will and it does not yet include a charitable bequest, your estate planning attorney can help you amend it by drafting a legal document called a ìcodicilî or for a Trust itís called an ìamendmentî. It is not necessary to write an entirely new Will or Trust.

Remember that you may also include your favorite charity or church as a remainder beneficiary of a life insurance policy, IRA or other type of retirement plan.