Sample Language for Your Will or Trust

The following language may help you and your attorney when drawing up a bequest that meets your needs.

“I give to {ORG_NAME}, a nonprofit corporation currently located at {ORG_ADDRESS}, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by {ORG_NAME}.

Please note: The policies of {ORG_NAME} do not allow {ORG_NAME} or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.

Useful Legal Information

Legal name: ORGANIZATION NAME
Address: ***
Federal Tax ID number: ***

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

I'm here to help

Name Goes Here

Name Goes Here

Position