Bequests & Estate Planning


Bequest Language

Four Types of Bequests: Specific, Percentage, Residual, Contingent

1. Specific Bequest

If you are considering making an outright bequest to Boys & Girls Clubs of Mercer County, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Boys & Girls Clubs of Mercer County, a nonprofit organization located at 212 Centre Street, Trenton, NJ, 08611, Federal Tax ID #21-0634556, for Boys & Girls Clubs of Mercer County's general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Boys & Girls Clubs of Mercer County, a nonprofit organization located at 212 Centre Street, Trenton, NJ, 08611, Federal Tax ID #21-0634556, for Boys & Girls Clubs of Mercer County's general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Boys & Girls Clubs of Mercer County, a nonprofit organization located at 212 Centre Street, Trenton, NJ, 08611, Federal Tax ID #21-0634556, for Boys & Girls Clubs of Mercer County's general use and purpose.

 

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to Boys & Girls Clubs of Mercer County, we recommend the following language:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Boys & Girls Clubs of Mercer County, a nonprofit organization located at 212 Centre Street, Trenton, NJ, 08611, Federal Tax ID #21-0634556, for Boys & Girls Clubs of Mercer County's general use and purpose.

 

 3. Residual Bequest

 I hereby give, devise and bequeath to Boys & Girls Clubs of Mercer County, a nonprofit organization located at 212 Centre Street, Trenton, NJ, 08611, Federal Tax ID # 21-0634556, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Boys & Girls Clubs of Mercer County's general use and purpose.

 

 4. Contingent Bequest

 If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Boys & Girls Clubs of Mercer County, a nonprofit organization located at 212 Centre Street, Trenton, NJ, 08611, Federal Tax ID # 21-0634556, DESCRIPTION OF PROPERTY to be used for Boys & Girls Clubs of Mercer County's general use and purpose.

 

Restricted Bequests
 
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

 

If you are making a restricted bequest, we recommend that your attorney include the following provision to give Boys & Girls Clubs of Mercer County flexibility should it no longer be possible for Boys & Girls Clubs of Mercer County to use your gift as you originally intended:

 

If, in the judgment of the Board of Directors of Boys & Girls Clubs of Mercer County, it shall become impossible for Boys & Girls Clubs of Mercer County to use this bequest to accomplish the specific purposes of this bequest, Boys & Girls Clubs of Mercer County may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

 

 Contact Us 
     
Please contact David Anderson at danderson@bgcmercer.org  if you have any questions about how to make a bequest to Boys & Girls Clubs of Mercer County or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included a bequest for Boys & Girls Clubs of Mercer County in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.

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