Sample Bequest Language
Angeles Chapter
(Not Deductible for Estate Tax Purposes)
Tax ID 94-1153307
ESTABLISHED JUNE 4, 1892
I give ____________________ to the Angeles Chapter, a California nonprofit corporation, currently located at 3435 Wilshire Blvd., Suite 320, Los Angeles, California, 90010-1904, (Attention: Gift Planning Program), to be used by the Angeles Chapter for the protection and preservation of the environment.
Angeles Chapter Foundation
(Deductible for Estate Tax Purposes)
Tax ID 94-6069890
ESTABLISHED July 13, 1960
I give ____________________ to the Angeles Chapter Foundation, a California nonprofit corporation, currently located at 3435 Wilshire Blvd., Suite 320, Los Angeles, California, 90010-1904, (Attention: Gift Planning Program), to be used to support the charitable activities of the Angeles Chapter for the protection and preservation of the environment.
Maximum to Angeles Chapter Without Estate Tax
I give ____________ to the Angeles Chapter, a California nonprofit corporation, currently located at 3435 Wilshire Blvd., Suite 320, Los Angeles, California, 90010-1904, (Attention: Gift Planning Program), so long as it can pass free of U.S. estate tax by reason of the unified credit and state death tax credit (to the extent use of the latter credit does not hereby cause the incurrence of, or require and increase in state death taxes) and after taking account of property disposed of by other paragraphs of this will and property passing outside this will which is includable in my gross estate and does not qualify for the charitable deduction.
The amount of this bequest shall be reduced by the amount of expenses of administration which could by deductible for estate tax purposes but which instead are claimed as income tax deductions. This bequest shall be used at such times and for such unrestricted purposes as the Angeles Chapter in its discretion shall determine.
In the event my intended gift exceeds the federal unified credit for estates, then that portion of the gift which exceeds the credit shall go to the Angeles Chapter Foundation ("Foundation"), a California nonprofit corporation currently located at 3435 Wilshire Blvd., Suite 320, Los Angeles, California, 90010-1904.
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If you have a specific program you would like to support, or you intend to establish an endowment, please contact us (hyperlink to email) . We can assist you in planning a gift that meets both your interests and the goals of the Angeles Chapter.