Sample Bequest Language

Below are examples of bequest language. The information provided does not constitute professional legal or tax advice and is for general informational purposes only. Consult your legal or financial professional.

SAMPLE #1 – GIFT OF RESIDUE BEQUEST:
“I give, devise, and bequeath to The National Center for Equine Facilitated Therapy (NCEFT), tax identification number 94-2378104, a 501(c)(3) California nonprofit corporation established in 1971, located at 880 Runnymede Road, Woodside, CA 94062,                        % or all of the rest, residue, and remainder of my estate to be used by its Board of Directors as deemed advisable within its corporation powers.”

SAMPLE #2 – SPECIFIC AMOUNT BEQUEST:
“I give, devise, and bequeath to The National Center for Equine Facilitated Therapy (NCEFT), tax identification number 94-2378104, a 501(c)(3) California nonprofit corporation established in 1971, located at 880 Runnymede Road, Woodside, CA 94062, the sum of $                        to be used by its Board of Directors as deemed advisable within its corporation powers.”

SAMPLE #3 – CONTINGENT BEQUEST:
“In the event that (name or names of beneficiary(ies); i.e. spouse, children, sibling, other named beneficiaries) shall not survive me, or shall die during the administration of my estate, then I give, devise, and bequeath those beneficiaries’ shares of my estate to The National Center for Equine Facilitated Therapy (NCEFT), tax identification number 94-2378104, a 501(c)(3) California nonprofit corporation established in 1971, located at 880 Runnymede Road, Woodside, CA 94062, to be used by its Board of Directors as deemed advisable within its corporation powers.”

NCEFT understands that plans are non-binding and do not constitute a legal promise of any future donation to NCEFT.  All information will be held in confidence, and changes to your arrangements may be communicated by contacting the NCEFT Development Office. Gifts can be made anonymously.