Sample Bequest Provisions
The provisions in your Will for making a gift to your church or favorite ministries will depend upon the type of gift and your own circumstances. Perhaps these model provisions will be helpful to your attorney.
THE UNRESTRICTED GIFT
I give _________________ United Methodist Church, a non-profit corporation, located in Any Town, LA, the sum of $ _________ (or _________ % of my estate; or the property described herein) for its general purpose.
GIFT FOR A SPECIFIC PURPOSE
I give to _________________ United Methodist Church, a non-profit corporation, located in Any town, LA, the sum of $ _________ (or _________ % of my estate; or the property described herein) to be used for _________________ (specify purpose).
SPECIFIC LEGACY
I bequeath my home, farm, livestock, car, truck, etc., to _________________ United Methodist Church, a non-profit corporation, located in Any Town, LA, for its general purposes.
RESIDUARY LEGATEE
All the rest, residue, and remainder of my estate, both real and personal, I give to _________________ United Methodist Church, a non-profit corporation, located in ______, LA, for general purposes.
MEMORIAL FUND
I give to _________________ United Methodist Church, a non-profit corporation, located in Any Town, LA, the sum of $ _________ (or _________ % of my estate; or the property described herein) the same to be know as "The _________ Memorial Fund", the income therefore shall be used for its general purposes (or describe the specific purpose, if desired).
CONTINGENCY GIFT
I bequeath the residue of the property owned by me at my death, real and personal, and wherever situate, to my spouse _________________ , if he/she survives me. If my spouse does not survive me, I devise and bequeath my residuary estate to _________ United Methodist Church, a non-profit corporation, located in Any Town, LA, for general purposes.
FINAL CONTINGENT BENEFICIARY
I give and bequeath the residue of the property owned by me at my death, real and personal and wherever situate, in equal shares to my above named beneficiaries, if they survive me. If my above named beneficiaries do not survive me, I give and bequeath my residuary estate to _________________ United Methodist Church, a non-profit corporation, located in Any Town, LA, for general purposes.
It is always advisable to consult with a qualified estate planning attorney when drafting your will to ensure your wishes for your family and your church are properly documented.
THE UNRESTRICTED GIFT
I give _________________ United Methodist Church, a non-profit corporation, located in Any Town, LA, the sum of $ _________ (or _________ % of my estate; or the property described herein) for its general purpose.
GIFT FOR A SPECIFIC PURPOSE
I give to _________________ United Methodist Church, a non-profit corporation, located in Any town, LA, the sum of $ _________ (or _________ % of my estate; or the property described herein) to be used for _________________ (specify purpose).
SPECIFIC LEGACY
I bequeath my home, farm, livestock, car, truck, etc., to _________________ United Methodist Church, a non-profit corporation, located in Any Town, LA, for its general purposes.
RESIDUARY LEGATEE
All the rest, residue, and remainder of my estate, both real and personal, I give to _________________ United Methodist Church, a non-profit corporation, located in ______, LA, for general purposes.
MEMORIAL FUND
I give to _________________ United Methodist Church, a non-profit corporation, located in Any Town, LA, the sum of $ _________ (or _________ % of my estate; or the property described herein) the same to be know as "The _________ Memorial Fund", the income therefore shall be used for its general purposes (or describe the specific purpose, if desired).
CONTINGENCY GIFT
I bequeath the residue of the property owned by me at my death, real and personal, and wherever situate, to my spouse _________________ , if he/she survives me. If my spouse does not survive me, I devise and bequeath my residuary estate to _________ United Methodist Church, a non-profit corporation, located in Any Town, LA, for general purposes.
FINAL CONTINGENT BENEFICIARY
I give and bequeath the residue of the property owned by me at my death, real and personal and wherever situate, in equal shares to my above named beneficiaries, if they survive me. If my above named beneficiaries do not survive me, I give and bequeath my residuary estate to _________________ United Methodist Church, a non-profit corporation, located in Any Town, LA, for general purposes.
It is always advisable to consult with a qualified estate planning attorney when drafting your will to ensure your wishes for your family and your church are properly documented.
