Sample Language for a will or trust
The following examples are meant to get you started. If you have questions about giving to the Colorado Historical Foundation, please contact email@example.com
or 303-894-2503 x2.This information is not to be construed as legal advise. We recommend you discuss your intentions with your attorney and tax advisor
to determine the best planned giving strategy for you.
If you intend to leave a residual percentage gift of cash, securities, or other property:
"After taking care of all expenses, debts, and other provisions, I give, devise and bequeath __ percent of the rest and residue to Colorado Historical Foundation, a Colorado-based charitable nonprofit corporation, tax ID 84-6043555 currently with a mailing address of Post Office Box 363, Golden, Colorado, 80402."
If you intend to make an outright bequest for a specific purpose:
"I, [full name], of [city, state, ZIP code], give, devise and bequeath to Colorado Historical Foundation [written amount or percentage of estate or description of property] for its charitable purposes, including but not limited to_____ use and purpose."
If you intend to make a contingency gift so that Colorado Historical Foundation will receive a portion of your estate should your named beneficiary not survive you:
"If any of the beneficiaries named in this will should die before becoming entitled to receive their distributive share of my estate, I direct my trustee to pay or transfer the share to which such beneficiary would otherwise be entitled to Colorado Historical Foundation fort its unrestricted use and purpose."