Sample Bequest Langage

“I give, bequeath, and devise to Central Vermont Council on Aging, a 501(c)3 nonprofit organization established by law at 59 N. Main Street, Suite 200, Barre, VT 05641, whose Federal Tax ID number is 03-0276104 [here follows the dollar amount or percentage of the gift, or an accurate description of the securities, insurance policies, retirement funds, or the amount or percentage of the residual estate, or the real estate or other assets given].”

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.