Sample Language for Your Will or Trust
The following language may help you and your attorney when drawing up a bequest that meets your needs.
If you intend to leave an outright gift of cash, securities, or other property by designating a specific dollar amount, a particular asset, or a fixed percentage of your estate to Heifer Foundation or Heifer International to be used for general purposes:
“I, [name], of [city, state, ZIP], give, devise and bequeath to Heifer Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”
If you intend to make an outright bequest for a specific purpose, such as to support technology or counseling resources:
“I, [name], of [city, state, ZIP], give, devise and bequeath to Heifer Foundation [written amount or percentage of the estate or description of property] for its charitable purposes, including but not limited to ___________ use and purpose.”
If you wish to make a contingency gift, so that Heifer Foundation or Heifer International will receive a portion of your estate if your named beneficiary does 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 the Heifer Foundation for its unrestricted use and purpose.”
*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by Heifer.
Please note: The policies of Heifer Foundation and Heifer International do not allow Heifer Foundation or Heifer International or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.
Legal Name: Heifer Foundation
Tax ID Number: 71-0699939
Incorporated in: Little Rock, AR
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This information is not intended as legal, accounting, or other professional advice. For assistance in planning your gift(s), please consult a lawyer and/or financial advisor for professional advice.