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Sample Bequest Language
To help get you started, here are some standard examples of language used in providing bequests in a will or trust. Often, people will personalize the language with the help of an attorney.
Specific Dollar Amount Bequest:
I/We give, devise, and bequeath to Pancreatic Cancer Action Network, a not-for-profit organization with Federal Tax Identification Number 33-0841281 located in Manhattan Beach, California, the sum of $____________ in cash to be used at the discretion of the Board of Directors of the Pancreatic Cancer Action Network for the general purposes of the organization.
Residual Percentage Bequest:
I/We give, devise and bequeath to the Pancreatic Cancer Action Network, a not-for-profit organization with Federal Tax Identification Number 33-0841281 located in Manhattan Beach, California, _______ percent (%) of the rest, residue and remainder of my estate as an unrestricted gift to be used at the discretion of the Board of Directors of the Pancreatic Cancer Action Network for the general purposes of the organization.
Specific Real Property Bequest:
I/We give, devise and bequeath to Pancreatic Cancer Action Network, a not-for-profit organization with Federal Tax Identification Number 33-0841281 located in Manhattan Beach, California, all of the right, title and interest in and to the real property identified as [enter Parcel ID or other description according to your local assessor] located at [street address or other common description of property], for which the disposition or other use shall be at the discretion of the Board of Directors of the Pancreatic Cancer Action Network for the general purposes of the organization.
In addition to conventional bequests, you may wish to include PanCAN in your
IRA, 401(k), 403(b), or pension beneficiary assignment.
Ask your employer or the plan sponsor (i.e., stock brokerage, bank or other fiduciary) for a beneficiary form, and where indicated, note “The Pancreatic Cancer Action Network, Federal Tax Identification Number 33-0841281, 2101 Rosecrans Avenue, El Segundo, CA 90245.”
* Utilizing a retirement account to fund a planned gift may be especially tax advantageous. Contact a PanCAN planned giving representative for more information at (310) 706-3307 or legacy@pancan.org.
*This information is not intended as legal, accounting or other professional advice. For assistance in charitable planning, always engage the services of a qualified professional.
