Bequest Sample Letter


Dear XXXX,

Thanks so much for requesting information about how to include (Your Organization) in your will. Below you will find suggested sample language to share with your attorney.

"I give (or bequeath) to (Your Organization), located in (city), (state), a non-stock charitable corporation, for the general charitable purposes, the following assets: _____________."

In many cases, it makes sense to name (Your Organization) as a percentage beneficiary of your estate; that way your estate plan can reflect your overall intent and goals regardless of valuation fluctuations.

If you wish your bequest to be used for a specific purpose, we would be happy to talk with you confidentially about your plans. Our goal is to be sure that your legacy is carried out exactly as you intend.

Once your plans are in place, please do let us know so that we can invite you to join our legacy society and to special events throughout the year.

Again, we extend our gratitude to you for your long-term approach to your charitable giving. (Your Organization) will be all the stronger.

With appreciation,