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Charitable BequestsSample LanguageSpecific and Direct Bequest Unrestricted: I give, devise and bequeath to the University of St. Thomas, a Minnesota nonprofit corporation, ___ (insert written amount,
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How to fill out sample charitable bequest language

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How to fill out sample charitable bequest language

01
Begin by stating that you are making a charitable bequest in your will.
02
Specify the name of the charity or organization that you wish to benefit from the bequest.
03
Clearly outline the amount or percentage of your estate that you would like to donate.
04
Include any specific instructions or restrictions on how the donation should be used by the charity.
05
Consult with a legal professional to ensure that your charitable bequest language is legally binding and properly executed in your will.

Who needs sample charitable bequest language?

01
Individuals who wish to leave a lasting legacy by supporting a charity or organization of their choice.
02
Those who want to ensure that their assets are distributed according to their wishes after they pass away.
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Sample charitable bequest language often includes specific phrases that individuals can include in their wills or estate plans, such as: 'I give, devise, and bequeath [description of specific asset or amount] to [charity name], a nonprofit organization located at [charity address] for its general purposes.'
Individuals who are establishing a charitable bequest in their wills or estate plans may include sample charitable bequest language, but there is no formal filing requirement for the language itself. However, executors or administrators of estates may need to file documentation with the probate court regarding the will that includes the charitable bequest.
To fill out sample charitable bequest language, identify the charity you wish to support, determine the specific asset or amount you want to leave, and complete the language by inserting this information into the template. It is advisable to consult with an attorney to ensure proper legal formatting.
The purpose of sample charitable bequest language is to allow individuals to clearly express their intentions to make charitable donations after their death through their wills, thereby supporting causes or organizations that are meaningful to them.
The information required typically includes the name of the charity, a description of the asset or amount being bequeathed, and the intent of the bequest. It may also be helpful to include the charity's address and IRS identification number for clarity.
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Relevant keywords

minnesota residuary edu wattstthomas cpa intestacy bequests bequeathed bequest mn unrestricted deferred nonprofit herein endowment devise situated bequeath thereof contingent lieu trustees hereafter beneficiary lapse ave devised remainder watt

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