Sample Gift Language For Your Will Or Revocable Living Trust printable pdf download

Sample Gift Language For Your Will Or Revocable Living Trust

Sample Gift Language for your Will or Revocable Living Trust

A gift to Moses Brown in your will or revocable trust enables you to create a legacy, support our

mission, and make a difference in the lives of future generations of MB students. A bequest:

Is easy to arrange.

•

Will not alter your current lifestyle in any way.

•

Can be easily modified to address your changing needs.

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Your bequest can be a specific dollar amount or a percentage of your estate. Because a will is an

important legal document, you should seek an attorney's help. We also encourage you to discuss

your intentions with us at Moses Brown to ensure that your wishes will be properly followed and

recognized.

If you have questions, wish to discuss your intentions, or share the news of your future gift;

please contact Perry Buroker, Director of Leadership Giving, at 401-831-7350 ext. 289.

Thank you!

SAMPLE LANGUAGE

A general bequest

“I give (a specific asset) or (_____% of the rest, residue, and remainder of my estate) to

Moses Brown School Foundation (EIN# 23-7067506), located in Providence, RI, for its

general use and purposes.”

A bequest for a specific purpose

“I give ($_________) or (a specific asset) or (_____% of the rest, residue, and remainder of

my estate) to Moses Brown School Foundation (EIN# 23-7067506), located in Providence,

RI, to be used for the following purpose: (for example, to establish an endowed scholarship

fund or support an academic program).”

Statement of restrictions

If you wish to restrict your bequest provision in order to establish a fund for a specific purpose—

such as an endowed scholarship fund—we ask that you include the following in your provision

language:

Sample Gift Language For Your Will Or Revocable Living Trust