Bequest
(Sample language)

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  • Unrestricted Gift: A gift that can be used where need is greatest
    I give to Defenders of Wildlife, a non-profit 501(c)(3) Corporation, headquartered in Washington, DC the sum of $_______* for its general purposes.
  • Gift for a Specific Purpose: A gift that is to be used for a specific purpose
    I give to Defenders of Wildlife, a non-profit 501(c)(3) Corporation, headquartered in Washington, DC the sum of $_______* to be used for [state purpose].
  • Perpetual Endowment Fund: A gift that lasts in perpetuity
    I give to Defenders of Wildlife, a non-profit 501(c)(3) Corporation, headquartered in Washington, DC the sum of $_______*, to be used as a permanent endowment, the income only from which shall be used for its general purposes (or describe the specific purpose, if desired).
  • Residuary Bequest: Leaves any remainder after all other bequests have been paid
    All the rest, residue, and remainder of my estate, both real and personal, I give to Defenders of Wildlife, a non-profit 501(c)(3) Corporation, headquartered inWashington, DC for its general purposes.
  • Contingency Gift: Takes effect only if a primary intention can’t be met.
    If (name of beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to Defenders of Wildlife, a non-profit 501(c)(3) Corporation, headquartered in Washington, DC all of the rest, residue, and remainder of my estate, to be used for its benefit.
  • Safety Language: Language added whenever a gift is restricted
    In the event the purposes of the restriction, in the opinion of the Board of Directors of Defenders of Wildlife can no longer be served, the Board may devote any remaining assets exclusively for charitable purposes that: (a) are within the scope of the charitable purposes of charity (b) most nearly approximate the original purpose of the gift; and (c) benefits charity.


* Rather than leaving a sum certain, you can include language that refers to a percentage of your estate or a description of the property you wish to give.

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The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.