Sample Bequest Language 2016-10-23T19:09:09+00:00

SAMPLE BEQUEST LANGUAGE

GENERAL CITATION
For the purposes of a general citation in a will or codicil we recommend that you cite The Society as follows:

The Worcester County Horticultural Society
Tower Hill Botanic Garden
11 French Drive
Boylston, MA 01505
Tax ID # 04 1988 945

DIRECT GIFT (restricted or unrestricted)
“I give, devise, and bequeath [the sum of $________ ] [all or___ percent of the residuary of my estate] [or other specified property] to The Worcester County Horticultural Society, Tower Hill Botanic Garden, 11 French Drive, Boylston, MA 01505, a 501 (c) 3 organization, to be used for its general purposes [ or for a designated purpose that reflects a particular interest or program].”

GIFT ESTABLISHING AN ENDOWMENT FOR A SPECIFIC PURPOSE
“I give, devise, and bequeath [ the sum of $______ ] [all or ____ percent of the residuary of my estate] [or other specified property] to The Worcester County Horticultural Society, Tower Hill Botanic Garden, 11 French Drive, Boylston, MA 01505, a 501 (c) 3 organization, to create an endowed fund, the income and accumulated gain from which, subject to the Garden’s then current spending policy, are to be used for its general purposes [or for a specific purpose: state the purpose].”

LANGUAGE FOR ALTERNATIVE USE OF RESTRICTED GIFT
When making a restricted gift, please include the following language to assure that the gift will remain productive should circumstances change.
“If at any time in the judgment of the Board of Trustees of The Worcester County Horticultural Society the designated use of this bequest is no longer practicable or appropriate, then the Board of Trustees shall use the bequest to further the general purposes of the Society, giving consideration, where possible, to my special interest as described above.”