SAMPLE BEQUEST LANGUAGE


Bequest of a specific dollar amount, percentage (non-residual), or property

“I hereby give and bequeath (CHOOSE ONE: _________ and No/100 dollars ($DOLLARS); _________% of my estate; all of the right, title, and interest in and to the real estate located at ADDRESS or DESCRIPTION OF PROPERTY; or DESCRIPTION OF ASSET) to the Mozart Festival Association dba Festival Mozaic, a nonprofit organization presently located at 265 South Street, Suite G, San Luis Obispo, CA 93401, Federal Tax ID #23-7172087, for Festival Mozaic’s general use and purpose (or ‘for Festival Mozaic’s general endowment fund’).”


 Bequest of a residual amount

“I hereby give and bequeath _____% of the rest, residue, and remainder of my estate to the Mozart Festival Association dba Festival Mozaic, a nonprofit organization presently located at 265 South Street, Suite G, San Luis Obispo, CA 93401, Federal Tax ID #23-7172087, for Festival Mozaic’s general use and purpose (or ‘for Festival Mozaic’s general endowment fund’).”


Printable Bequest Language ​​​​​​​pdficon_large.gif


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