BEQUEST LANGUAGE

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified.

 

Sample Language

Unrestricted gift

For an unrestricted gift that allows The Rutherford B. Hayes Presidential Library & Museums to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:

"I give to The Rutherford B. Hayes Presidential Library & Museums, a nonprofit corporation currently located at Spiegel Grove Fremont, OH 43420   _________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose."

Designated gift

To designate your provision for a particular purpose:

"The Rutherford B. Hayes Presidential Library & Museums, a nonprofit corporation currently located at Spiegel Grove Fremont, OH 43420, _________ [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as The Rutherford B. Hayes Presidential Library & Museums determines the need exists. If The Rutherford B. Hayes Presidential Library & Museums shall determine at the outset or at a later time that the need does not exist, or no longer exists, or for some reason it is not possible (or prudent) to administer my gift as originally intended, then Rutherford B. Hayes Presidential Library & Museums may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."

 

For more information about Planned Giving, contact your legal and financial counsel or the Development Director, Sue Berryman, at 419-332-2081 ext. 226 or [email protected].