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Bequest Language
Example bequest language - Please feel free to change the numbers or percentages as you desire.
1. Bequest of cash
"I bequeath the sum of $10,000 to Wabash Valley Community Foundation, Inc. of Terre Haute, IN to benefit the residents of [Insert County] County."
2. Bequest of a percent of the estate
"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Wabash Valley Community Foundation, Inc., Terre Haute, IN to benefit the residents of [Insert County] County."
3. Contingent Bequest
"If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Wabash Valley Community Foundation, Inc., Terre Haute, IN to benefit the residents of [Insert County] County."
1. Bequest of cash
"I bequeath the sum of $10,000 to Wabash Valley Community Foundation, Inc. of Terre Haute, IN to benefit the residents of [Insert County] County."
2. Bequest of a percent of the estate
"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Wabash Valley Community Foundation, Inc., Terre Haute, IN to benefit the residents of [Insert County] County."
3. Contingent Bequest
"If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Wabash Valley Community Foundation, Inc., Terre Haute, IN to benefit the residents of [Insert County] County."
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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