Percentage
“I give, devise and bequeath to Save the Redwoods League located at 111 Sutter Street 11th Floor, San Francisco, CA 94104, (tax identification number 94-0843915), ____% of my estate.”
Specific
“I give, devise and bequeath to Save the Redwoods League located at 111 Sutter Street 11th Floor, San Francisco, CA 94104, (tax identification number 94-0843915),
Choose:
1) The sum of $___________.”
2) __________ shares of stock in ________________Company.”, or
3) my real property commonly known as _________________.”
Residual
“I give, devise and bequeath to Save the Redwoods League located at 111 Sutter Street 11th Floor, San Francisco, CA 94104, (tax identification number 94-0843915), all the residue of my estate, including real personal property.”
Contingent
“In the event of the death of any of the beneficiaries, I give, devise and bequeath to Save the Redwoods League located at 111 Sutter Street 11th Floor, San Francisco, CA 94104, (tax identification number 94-0843915), (percentage, specific, or residual language as above).”
If you would like your bequest to be used for a specific program, add the following language: “to be used for _________________________.” [describe purpose, for example: the Redwood Land Fund, or the Land Acquisition Program].
Grove Dedication
“I request that a grove be established in the following name: ‘_______ Grove.’ If this grove request cannot be met for any reason, including but not limited to lack of available groves or insufficient gift amount, then I request that a substitute be selected by the Board of Directors of Save the Redwoods League.”
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.