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Giving Home > How to Give > Bequest > Bequest Language

Bequest Language

Below is language you can use to make a bequest to support our cause. A bequest allows you to continue to use the property you will leave to us during your life and make a lasting impact on our work after you are gone.

1. Specific Bequest

If you are considering making an outright bequest to Council on Aging in Union County, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Council on Aging in Union County, a nonprofit organization located at 1401 Skyway Drive, Monroe, NC 28110, Federal Tax ID #_______________, for Council on Aging in Union County's general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Council on Aging in Union County, a nonprofit organization located at 1401 Skyway Drive, Monroe, NC 28110, Federal Tax ID #_______________, for Council on Aging in Union County's general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Council on Aging in Union County, a nonprofit organization located at 1401 Skyway Drive, Monroe, NC 28110, Federal Tax ID #_______________, for Council on Aging in Union County's general use and purpose.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to Council on Aging in Union County, we recommend the following language:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Council on Aging in Union County, a nonprofit organization located at 1401 Skyway Drive, Monroe, NC 28110, Federal Tax ID #_______________, for Council on Aging in Union County's general use and purpose.

3. Residual Bequest

I hereby give, devise and bequeath to Council on Aging in Union County, a nonprofit organization located at 1401 Skyway Drive, Monroe, NC 28110, Federal Tax ID #_______________, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Council on Aging in Union County's general use and purpose.

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Council on Aging in Union County, a nonprofit organization located at 1401 Skyway Drive, Monroe, NC 28110, Federal Tax ID #_______________, DESCRIPTION OF PROPERTY to be used for Council on Aging in Union County's general use and purpose.

5. Restricted Bequests

If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give Council on Aging in Union County flexibility should it no longer be possible for Council on Aging in Union County to use your gift as you originally intended:

If, in the judgment of the Board of Directors of Council on Aging in Union County, it shall become impossible for Council on Aging in Union County to use this bequest to accomplish the specific purposes of this bequest, Council on Aging in Union County may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Contact Us

Please contact us if you have any questions about how to make a bequest to Council on Aging in Union County or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us. If you have included a bequest for Council on Aging in Union County in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.