Sample Bequest Language

Making a lasting difference in our community may be easier than your client realizes. With very simple language in your clients will or trust, they can support any organization that carries out work they believe in.

Most gifts to Humboldt Area Foundation provide the added value of supporting your interests far into the future. Gifts are carefully invested to generate a permanent source of income for good work. This approach ultimately increases the value of every dollar given.

Language for Your Clients Will or Living Trust

Here are some examples of bequest language that will direct your clients gift to their intended recipient:

Specific

"I give, devise and bequeath to [name, address and tax ID number of Humboldt Area Foundation or any other charity]

1) The sum of $_____________." Or

2) __________% of my estate." Or

3) __________shares of stock in _______________Company." Or

4) My real property, parcel number #____________, located at____________________________."

Residual

"I give, devise and bequeath to {name, address and tax identification number of Humboldt Area Foundation or any other charity [all or a percentage] of the residue of my estate."

*Residue is defined as that which remains after debts and expenses of administration, legacies and all other devises have been satisfied."

Contingent

"In the event that [name of beneficiary] does not survive, I give devise and bequeath the decreased beneficiary’s gift to [name, address and tax identification number of Humboldt Area Foundation or any other charity]."

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