Sample Fund Agreements

Gift Planning Quick Guide

Sample Bequest Language

In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to Legacy Foundation, Inc. in your estate plan. We have provided some basic bequest language to assist you and your attorney.

1. Specific Bequest

If you are considering making an outright bequest to Legacy Foundation, Inc., we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Legacy Foundation, Inc., a nonprofit organization located at 370 E. 84th Drive, Suite 100, Merrillville, IN, 46410, Federal Tax ID #35-1872803, for Legacy Foundation, Inc.’s general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Legacy Foundation, Inc., a nonprofit organization located at 370 E. 84th Drive, Suite 100, Merrillville, IN, 46410, Federal Tax ID #35-1872803, for Legacy Foundation, Inc.’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 Legacy Foundation, Inc., a nonprofit organization located at 370 E. 84th Drive, Suite 100, Merrillville, IN, 46410, Federal Tax ID #35-1872803, for Legacy Foundation, Inc.’s general use and purpose.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to Legacy Foundation, Inc., 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 Legacy Foundation, Inc., a nonprofit organization located at 370 E. 84th Drive, Suite 100, Merrillville, IN, 46410, Federal Tax ID #35-1872803, for Legacy Foundation, Inc.'s general use and purpose.

3. Residual Bequest

I hereby give, devise and bequeath to Legacy Foundation, Inc., a nonprofit organization located at 370 E. 84th Drive, Suite 100, Merrillville, IN, 46410, Federal Tax ID #35-1872803, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Legacy Foundation, Inc.’s general use and purpose.

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Legacy Foundation, Inc., a nonprofit organization located at 370 E. 84th Drive, Suite 100, Merrillville, IN, 46410, Federal Tax ID #35-1872803, DESCRIPTION OF PROPERTY to be used for Legacy Foundation, Inc.’s general use and purpose.