Sample Bequest Language

What bequest option is right for you? These first two options are popular with donors because they allow you to ensure all your loved ones are taken care of and other wishes are fulfilled before you make a gift to Health In Harmony. However, there are many options; contact Trina {at} healthinharmony.org or (503) 688-5579 or your financial advisor to talk about what is right for you.

The remainder of your estate after all other bequests and expenses

I give the rest, residue, and remainder of my estate to Health In Harmony Inc., Tax ID 20-3741107, to be used for its exempt purposes.

A percentage of the remainder of your estate after all other purposes

I give _____________% of the rest, residue, and remainder of my estate to Health In Harmony Inc., Tax ID 20-3741107, to be used for its exempt purposes.

Specific Asset (ie real estate, art, vehicles, or other property and belongings)

I give ________________ (describe the asset) to Health In Harmony Inc., Tax ID 20-3741107, to be used for its exempt purposes.

Specific Dollar Amount

I give $_____________ to Health In Harmony Inc., Tax ID 20-3741107, to be used for its exempt purposes.

Name Health In Harmony as an alternate beneficiary in case your original beneficiary does not survive you or claim the bequest

If _________________ (Name) predeceases me or disclaims any interest in __________________ (describe asset or bequest), I give such property to Health In Harmony Inc., Tax ID 20-3741107, to be used for its exempt purposes.

Designate your gift to a specific program

I give ______________ (describe asset or bequest) to Health In Harmony Inc., Tax ID 20-3741107 to be used for the following purpose: ________________. If the Executive Director and Board of Directors of Health In Harmony Inc. determine after the gift is received that it is not feasible or economical to use the gift for the purpose stated above, it may be used for such exempt purposes of Health In Harmony Inc. as the Executive Director and Board of Directors determine are within the scope of the mission of Health In Harmony Inc. and most closely resemble the original purpose of the gift.

 

**Thank you to Bryan Watt for the beautiful photo.