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Sample Language

The following language may help you and your attorney when drawing up a bequest that meets your needs.

1. General Bequest

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If you intend to leave an outright gift of cash, securities or other property by designating a specific dollar amount, a particular asset or a fixed percentage of your estate to Run To Win Outreach to be used for general purposes:

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“After taking care of all expenses, debts and other provisions, I give, devise and bequeath ___ percent of the rest and residue [or $___ if a specific amount] to Run To Win Outreach, a Washington-based non-profit organization [Tax ID# 91-1611510] currently with administrative offices at 7907 212th Street SW, Edmonds, Washington 98026.”

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2. Specific bequest

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If you intend to make an outright bequest for a specific purpose, such as to support advocacy or disaster response:

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“I, [name], of [city, state, ZIP], give, devise and bequeath to Run To Win Outreach [written amount or percentage of the estate or description of property] for its charitable purposes, including but not limited to ___________ use and purpose.”

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3. Contingency bequest

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If you wish to make a contingency gift so that Run To Win Outreach will receive a portion of your estate if your named beneficiary does not survive you:

 

“If any of the beneficiaries named in this will should die before becoming entitled to receive their distributive share of my estate, I direct my trustee to pay or transfer the share to which such beneficiary would otherwise be entitled to Run To Win Outreach for its unrestricted use and purpose.”

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Questions?

We're here to help.

To turn your passion of "developing winners on and off the playing field" into a lasting legacy, contact Mark Oliver at Oliver Capital Management for more information about legacy giving. Mark can be reached at 206.775.7400 or at mko@olivercapital.com

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