Bequest Language
The following is intended to help you and your attorney in drafting a bequest that satisfies your interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Easterseals-Goodwill Northern Rocky Mountain, be sure our organization’s correct legal name appears in all final documents as:
“Easterseals-Goodwill Northern Rocky Mountain Inc., PO Box 2509, Great Falls, MT 59403, a Montana nonprofit corporation, or its successor, Federal Tax Identification Number: 81-0232125.”
General Bequest of a stated sum of money may be worded:
“I give to Easterseals-Goodwill Northern Rocky Mountain Inc., PO Box 2509, Great Falls, MT 59403, a Montana nonprofit corporation, or its successor, Federal Tax Identification Number 81-0232125 [insert here the exact dollar amount].”
Specific Bequest of a certain asset from your estate may be worded:
“I give to Easterseals-Goodwill Northern Rocky Mountain Inc., PO Box 2509, Great Falls, MT 59403, a Montana nonprofit corporation, or its successor, Federal Tax Identification Number 81-0232125, [insert here a description of the particular property].”
Residuary Bequest, after other bequests and expenses have been paid, may be worded:
“I give to Easterseals-Goodwill Northern Rocky Mountain Inc., PO Box 2509, Great Falls, MT 59403, a Montana nonprofit corporation, or its successor, Federal Tax Identification Number 81-0232125, all [or a portion] of the rest, residue and remainder of my estate.”
Contingent Bequest if the person making the will is not survived by certain individuals:
“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to Easterseals-Goodwill Northern Rocky Mountain Inc., PO Box 2509, Great Falls, MT 59403, a Montana nonprofit corporation, or its successor, Federal Tax Identification Number 81-0232125, [insert here the exact dollar amount, description of property, or percentage of residual estate].”
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If you’re unsure whether your item qualifies for a tax deduction, then consider this: if you would give it to a relative or friend, then the item is most likely in good condition and is appropriate to donate. For a guide to help with values check out these IRS Donation Guidelines.