- Published on Tuesday, 25 March 2014 17:21
In order to make a bequest, you should speak with your attorney. An attorney can help you include a bequest to United Way of Rock River Valley in your estate plan. We have provided a sample basic bequest language to assist you and your attorney.
Sample Bequest Language for a general bequest:
I give and devise to United Way of Rock River Valley, the sum of $_________dollars (or state percentage of estate) to be held, administered and used by the Board of Directors for support of United Way of Rock River Valley in the area of greatest opportunity. I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes "income in respect of a decedent" as that term is defined in the Internal Revenue Code.