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Bequest
(Sample language)
- Unrestricted Gift: A gift that can be used where need is greatest
I give to the Corporation of the Catholic Archbishop of Seattle, a Washington corporate sole, the sum of $_______* for its general purposes.
- Gift for a Specific Purpose: A gift that is to be used for a specific purpose
I give to the Corporation of the Catholic Archbishop of Seattle, a Washington corporate sole, the sum of $_______* to be used for [state purpose]. - Residuary Bequest: 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 the Corporation of the Catholic Archbishop of Seattle, a Washington corporate sole, for its general purposes. - Contingency Gift: Takes effect only if a primary intention can’t be met.
If (name of beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to the Corporation of the Catholic Archbishop of Seattle, a Washington corporate sole, all of the rest, residue, and remainder of my estate, to be used for its benefit. - Safety Language: Language added whenever a gift is restricted
In the event the purposes of the restriction can no longer be served, the Archbishop may devote any remaining assets exclusively for charitable purposes that: (a) are within the scope of the charitable purposes of charity (b) most nearly approximate the original purpose of the gift; and (c) benefits charity.
* Rather than leaving a sum certain, you can include language that refers to a percentage of your estate or a description of the property you wish to give.
For more information
Email us, complete the personal illustration form, or call us at (206) 748-7984 or (800) 752-5902 so that we can assist you through every step of the process.