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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

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:

“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.”

2. Specific bequest

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

“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.”

3. Contingency bequest

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.”

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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