Sample Bequest Language & Information
Name, Address & Tax ID Number
Our official company name is Little Angels Service Dogs
Little Angels’ Federal Tax I.D. number is 27-3515067
Address is P.O. Box 219 Jamul, California 91935
The following are examples of three outright gift provisions. We encourage you to share this information with your legal counsel, and recommend that if you are undertaking estate planning, that you do so with the consultation of an attorney.
For questions or more specific language, please email Darlene, head of fundraising, at firstname.lastname@example.org
Specific Bequest to Little Angels Service Dogs
A specific bequest gives a specific item or specific piece of property to Little Angels. Such bequests are fulfilled first, before cash and residuary bequests. If you dispose of the specified property during your lifetime, there will be no bequest to Little Angels.
“I give ________________ (describe asset) to Little Angels Service Dogs of Jamul, California, for its general purposes.”
Cash Bequest to Little Angels Service Dogs
A cash bequest provides Little Angels Service Dogs with a specified sum of money from a donor’s estate. These bequests are fulfilled second, after specific and before residuary bequests.
“I give _____ Dollars ($_____) to Little Angels Service Dogs of Jamul, California, for its general purposes.”
Residuary Bequest to Little Angels Service Dogs
A residuary bequest is made from the residue, or what remains in your estate after specific and cash bequests, taxes, settlement costs and debts are satisfied.
“I give the residue (or _____ percent of the residue) of my estate (or trust) to Little Angels Service Dogs of Jamul, California, for its general purposes.”