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A bequest is simple and convenient. You have a number of options. You can make a bequest for a specific dollar amount or for a percentage of your estate. You can designate your bequest for general
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How to fill out bequest language - national
How to fill out bequest language - national
01
Identify the bequest donor and ensure their intent is clearly documented.
02
Specify the percentage or dollar amount of the estate to be bequeathed.
03
Include the full legal name of the organization receiving the bequest.
04
Incorporate language that reflects the donor’s wishes regarding any restrictions or purposes for the gift.
05
Consider consulting with a legal professional to verify that the language complies with state laws.
Who needs bequest language - national?
01
Individuals planning their estate and wishing to leave a charitable gift.
02
Nonprofit organizations that seek to encourage potential donors to include bequests in their estate planning.
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Legal professionals who assist clients in drafting wills and estate plans.
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Financial advisors who help clients understand the benefits of including charitable bequests in their financial plans.
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