keystonehumanservices.org

Sample Bequest Language

Please note that gifts of this nature should be carefully considered in relation to your comprehensive financial and estate plans. We strongly recommend that you consult your attorney in the preparation of your Will and to supervise its execution so as to comply with your state requirements. The following are examples for illustration only.

  • When including a bequest provision in your Will, always use the full legal name and provide the federal taxpayer identification number.
  • Our full, legal name is: "Tri-County Association for Children and Adults, Inc. dba Keystone Partnership."
  • Our federal taxpayer identification number is: 23-1405636.

Bequests for Unrestricted Purposes

Unrestricted gifts are to be used for the greatest need of the organization at the time to be determined by the Board. A general unrestricted bequest is especially valued by Keystone Partnership as our pressing needs change.

  • For a Sequest of Securities, the possible language is: "I give to Keystone Partnership shares of XYZ stock or mutual fund to be used for the benefit of Keystone Partnership."
  • For a Bequest of Cash, the possible language is: "I give to Keystone Partnership (percent) of my estate, or (percent of the rest, residue and remainder) of my estate to be used for the benefit of Keystone Partnership."

If you want to specify the exact amount of the intended gift, the possible language is: "I give to Keystone Partnership the sum of (Amount) to be used for the benefit of Keystone Partnership."

  • Possible language is: "I give to Keystone Partnership (percent) of my estate, or (percent of the rest, residue and remainder) of my estate to be used for the benefit of Keystone Partnership."

Contingent Bequest

A contingent bequest takes effect only if the primary intention cannot be met (e.g. if the primary beneficiary does not survive the donor). This ensures that property will not be distributed to unintended beneficiaries.

  • Possible language is: "If (name of primary beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to Keystone Partnership all of the rest, residue, and remainder of my estate, to be used for the benefit of Keystone Partnership."

Bequests for Restricted Purposes

If you would like to honor a family member, a significant person or provide support for a specific program or department that has meaning to you, then you can designate your planned gift specifically for that purpose. You simply use any form of the possible language included above, and replace "to be used for the benefit of [ insert purpose or intent ]" with the specific designation. Often specific guidelines govern the use of these types of funds. Therefore, we recommend that you contact us to discuss your restricted gift. We are here to help you as you plan.

If you already have a Will

A codicil is a written change or amendment to a Will. Click here for a printable copy of what a codicil would look like as you include Keystone Partnership in your gift planning. Please remember to consult your attorney to make sure you are properly advised.

Thank you for remembering Keystone Partnership.

For more information or a confidential discussion of your charitable options, please email or call Ann Moffitt at 717 232-7509 ext. 133.

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