Sample Bequest Language

Fresh Start Surgical Gifts Tax ID#: 33-0460177
2011 Palomar Airport Road, Suite 206
Carlsbad, CA 92011
www.FreshStart.org

A gift that can be used where the need or opportunity is greatest.

I give to Fresh Start Surgical Gifts (tax ID# 33-0460177), a nonprofit 501(c)(3) corporation located in Carlsbad, California, the sum of $_______,* for its general purposes.

A gift designated for a particular program or purpose (e.g., Surgery Weekend program).

I give to Fresh Start Surgical Gifts (tax ID# 33-0460177), a nonprofit 501(c)(3) corporation located in Carlsbad, California, the sum of $_______,* to be used for [state purpose].
In the event the purposes of the restriction, in the opinion of the Board of Directors of Fresh Start Surgical Gifts, can no longer be served, the board may devote any remaining assets exclusively for charitable purposes that:
(a) are within the scope of the charitable purposes of Fresh Start Surgical Gifts, and
(b) are nearly approximate the original purpose of the gift.
Example: “to be used according to the Letter of Intent I have on file with Fresh Start Surgical Gifts.”

A gift that benefits Fresh Start in perpetuity.

I give to Fresh Start Surgical Gifts (tax ID# 33-0460177), a nonprofit 501(c)(3) corporation located in Carlsbad, California, the sum of $_______,* to be used as a permanent endowment, the income only from which shall be used for its general purposes (or specify a particular purpose if desired).

Leaves any remainder after all other bequests have been paid.

All the rest, residue, and remainder of my estate, both real and personal, I give to Fresh Start Surgical Gifts (tax ID# 33-0460177), a nonprofit 501(c)(3) corporation located in Carlsbad, California, for its general purposes.

Takes effect only if a primary intention cannot be met.

If [name of beneficiary] does not survive me, or shall die during the administration of my estate, then I give to Fresh Start Surgical Gifts (tax ID# 33-0460177), a nonprofit 501(c)(3) corporation located in Carlsbad, California, [description of property] to be used for its benefit.

*Rather than leaving a specific dollar amount, you may instead designate a percentage of your estate or describe the property or asset you wish to give.