Get the free Bequest Language - Pentera Inc - columbia giftplans

Bequest Language Here is sample bequest language for you to discuss with your advisors and consider including in your estate plan. UNRESTRICTED vs. RESTRICTED GIFTS Unrestricted gifts are especially

How to fill out bequest language - pentera

How to fill out bequest language - pentera:

1. Determine the purpose: Before filling out the bequest language, it's important to have a clear understanding of your intentions for the bequest. Decide which charitable cause or organization you would like to support through Pentera.
2. Seek legal advice: Bequest language should be prepared with the help of an attorney who specializes in estate planning. Consult a professional to ensure that your bequest language is legally valid and aligns with your overall estate plan.
3. Identify the assets: Determine which assets you would like to include in your bequest. This can include cash, stocks, real estate, or personal property. Clearly state the specific assets or percentage of your estate you wish to leave to Pentera.
4. Specify the type of bequest: There are different types of bequests you can make, such as a specific bequest (a particular asset or sum of money), a residuary bequest (all or a portion of your estate left after other bequests and expenses are paid), or a contingent bequest (a bequest that depends on certain circumstances). Choose the type that best suits your intentions.
5. Determine the form of bequest: Decide how you would like the bequest to be used by Pentera. You can opt for an unrestricted bequest, allowing the organization to use the funds where it's needed most, or a restricted bequest, specifying a particular program or purpose you wish the funds to support.
6. Draft the bequest language: Work with your attorney to draft the bequest language that clearly states your intentions and wishes. Include Pentera's full legal name, address, and tax identification number to ensure accurate identification.

Who needs bequest language - Pentera?

1. Individuals who want to leave a lasting legacy: Bequest language is relevant for individuals who wish to make a charitable contribution and leave a positive impact even after their passing. If you want to support Pentera's mission and work, bequest language can help you accomplish your philanthropic goals.
2. Those with an estate plan: Bequest language is typically incorporated into an individual's estate plan. If you have already established an estate plan or are considering creating one, including bequest language can showcase your desire to support Pentera.
3. Supporters of Pentera's cause: If you strongly align with Pentera's mission and believe in the work they do, you may choose to incorporate bequest language to ensure your support continues beyond your lifetime. This is relevant for individuals who want to make a difference in areas such as education, healthcare, or community development supported by Pentera.

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